Financial Planning Support Specialist

4 weeks ago


Somerset West, Western Cape, South Africa Merand Corbett & Associates Full time

We are seeking a highly skilled and experienced Financial Planning Support Specialist to join our team at Merand Corbett & Associates. This role plays a critical part in ensuring the smooth operation of our financial planning practice.

Job Overview

The successful candidate will provide exceptional administrative support to our financial planners, enabling them to focus on delivering high-quality services to their clients. This is a multifaceted role that requires excellent communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities
  • Manage incoming calls and appointments, ensuring timely scheduling of meetings with clients and service providers.
  • Maintain and update client records, including verifying document accuracy and following up on transactions.
  • Coordinate all administrative tasks within the team, ensuring seamless delivery of services to clients.
  • Oversee general office management duties, including maintaining stock levels and supplies.
  • Act as a liaison between clients and the financial planning team, addressing queries and resolving issues in a professional and courteous manner.
  • Assist with claims processing and verification, ensuring compliance with relevant regulations.
  • Contribute to the development and implementation of efficient workflows, protocols, and systems to enhance business operations.
  • Champion the adoption of new technology and process improvements to increase productivity and efficiency.
Candidate Requirements

To be successful in this role, you will require:

  • A matric or higher qualification.
  • Fluency in both English and Afrikaans.
  • A minimum of 5 years' experience in a financial planning practice, administering a wide range of financial products.
  • Proficiency in MS Office Suite.
  • Experience with service provider systems is advantageous.
Estimated Salary Range

R480,000 - R600,000 per annum, depending on qualifications and experience.



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