Financial Planning Assistant

2 weeks ago


Johannesburg, Gauteng, South Africa Ultra Personnel Full time
Financial Planning Assistant

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 service delivery.
  • Oversee the implementation of administrative processes and controls, ensuring compliance with regulatory requirements.
  • Act as a liaison between the Financial Planner and product providers, facilitating effective communication and issue resolution.
  • Manage client relationships, ensuring timely and efficient delivery of client requirements.
  • Contribute to the development and maintenance of client relationships, fostering a culture of customer satisfaction.
  • Assist with the organization of client events, including venue booking, RSVP management, and event coordination.
  • Support the general office management, including reception, facilities, meeting room management, and marketing material.
Requirements
  • Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint
  • Xplan
  • Good verbal and written communication skills
  • High energy individual who is customer-centric and relationship-oriented
  • Methodical, accurate, and meticulous attention to detail
  • Initiative-taking work ethic
  • Organizational skills, ability to prioritize, plan, and manage projects
  • Ability to collaborate with others
  • Critical thinking: ability to strategize, research, and interpret
  • Problem-solving ability to apply creative skills in evaluating problems and identifying best solutions
  • Teamwork: be a reliable and productive member of the team
  • Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required
  • Time management: ability to manage time and tasks to ensure deadlines are met
  • Assertiveness, proactive, and resourceful
  • Resilient under pressure
  • Ability to multi-task
  • Maintain absolute confidentiality
Knowledge and Competencies
  • Financial Services Industry
  • Understanding of FAIS and FICA legislation

This is an exciting opportunity for a highly motivated and organized individual to join our team as a Financial Planning Assistant. If you are a customer-centric and relationship-oriented professional with excellent administrative skills, we encourage you to apply.



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