Port Elizabeth Financial Services Manager
5 days ago
We are seeking a highly motivated and organized individual to fill the position of Financial Planning Partner at our Port Elizabeth office.
The successful candidate will be responsible for managing client relationships, ensuring FICA and AML compliance, and performing various administrative tasks related to client transfers and new business transactions.
Key Responsibilities:
- Client Management: Manage client relationships, onboard new clients, and ensure timely completion of client documentation
- FICA and AML Compliance: Ensure all clients undergo thorough FICA and AML checks, and maintain accurate records of these processes
- Administrative Tasks: Perform various administrative tasks related to client transfers and new business transactions, including submission of intermediary appointment notes and monitoring of underwriting and acceptance of new business transactions
- Service Support: Provide ongoing service and maintenance support to clients and Financial Planning Partners
- Data Analysis: Analyze and interpret data from NAV and KPIs to support the Financial Planning Partner
Requirements:
- Bachelor's degree in a relevant field
- 2-3 years of experience in the financial services industry
- Excellent computer skills, including Microsoft Office and SharePoint
- Experience with XPlan and Astute
- Strong analytical and problem-solving skills
- Ability to work under pressure and meet deadlines
- Excellent communication and interpersonal skills
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