Financial Planning Assistant

2 months ago


Johannesburg, Gauteng, South Africa Ultra Personnel Full time
Job Description

The Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This position requires a high level of administrative expertise, excellent communication skills, and a customer-centric approach.

Key Responsibilities
  • Provide administrative support to the Financial Planner, including data capture, document preparation, and client communication.
  • Collaborate with the regional team to ensure seamless client services and effective communication.
  • Oversee the implementation of administrative processes and controls, ensuring compliance with regulatory requirements.
  • Manage client relationships, including client onboarding, transition documentation, and ongoing support.
  • Assist with marketing initiatives, including event organization and client communication.
  • Provide operational support to Portfolio Managers and CRMs, ensuring accurate data capture and client information.
  • Ensure proper record keeping, data integration, and compliance with business rules and legislation.
Requirements
  • Financial Services Industry knowledge and understanding of FAIS and FICA legislation.
  • Excellent communication and interpersonal skills, with a customer-centric approach.
  • High energy individual with a methodical and accurate approach to work.
  • Ability to prioritize, plan, and manage projects, with a strong attention to detail.
  • Proficient in Microsoft Office, Xplan, and other relevant software.
Working Environment

The Financial Planning Assistant will work in a dynamic and fast-paced environment, collaborating with a team of professionals to deliver exceptional client services. The ideal candidate will be a reliable and productive member of the team, with a strong work ethic and a commitment to excellence.



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