Financial Planning Assistant

3 weeks ago


Plettenberg Bay, Western Cape, South Africa Profile Personnel Full time
Personal Assistant - Financial Planning

We are seeking a highly organized and detail-oriented Personal Assistant to join our team at Profile Personnel. As a Personal Assistant, you will provide administrative support to our Financial Planner, ensuring the smooth operation of our financial planning practice.

Key Responsibilities:

  • Provide administrative support to our Financial Planner, including scheduling appointments, managing calendars, and preparing documents.
  • Assist with data entry, record-keeping, and filing.
  • Develop and maintain relationships with clients, colleagues, and other stakeholders.
  • Perform various tasks to support the day-to-day operations of the practice, including answering phones, responding to emails, and handling correspondence.
  • Maintain confidentiality and handle sensitive information with discretion.

Requirements:

  • Matric Certificate.
  • Relevant industry training such as FICA and POPI.
  • Computer literacy in Excel, Word, and Office.
  • Fluent in English and Afrikaans, verbal and writing.
  • Preferably 3+ years relevant work experience in the financial planning, insurance, and wealth management industry.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

If you are a motivated and organized individual with excellent communication skills, we encourage you to apply for this exciting opportunity.



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