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Financial Planning Assistant

2 months ago

Sandton, South Africa Headhunters Full time
Job Description

We are seeking a highly skilled and organized Financial Planning Partner Assistant to join our team at Headhunters. As a key member of our financial services team, you will be responsible for providing exceptional client service, administrative support, and operational expertise.

Key Responsibilities:
  • Client Services: Implement client services experience, take full responsibility for administrative processes and controls, liaison with Financial Planner Partners and product providers, and ensure efficient delivery of client requirements.
  • Operations: Collate client information, prepare documentation, capture and check FICA and AML data, administer client transfers and new business transactions, and monitor submission of intermediary appointment notes.
  • Operational Support: Assist Portfolio Managers and CRMs with pre-population of PCS mandates and applications, and maintain Xplan tasks.
  • IT and Systems: Prepare client portfolios, ensure Xplan Policy Schedules are up to date, capture client demographic and financial data, and integrate data between Xplan and IWP.
  • NAV and KPIs: Track and monitor personal KPIs, request assistance and guidance from POM, and liaise with Financial Planning Partners on NAV data.
  • Marketing Support: Assist with client events, strengthen client relationships, and function as a primary point of contact.
  • Office Management: Support general office management, including reception, facilities, meeting room management, and stationery.

Requirements: 2-3 years in the financial services industry, relevant tertiary education or courses, computer skills, good verbal and written communications skills, high energy individual, methodical and accurate, initiative-taking work ethic, organizational skills, ability to prioritize, plan, and manage projects, and ability to collaborate with others.