Financial Services Associate

1 month ago


Pinetown, KwaZulu-Natal, South Africa Headhunters Full time
Key Responsibilities

The ideal candidate will be responsible for client data management, financial planning preparation, and operational support for Portfolio Managers and Client Relationship Managers.

Client Data Management

Key responsibilities include:

  • Maintaining accurate and complete client data in CRM systems.
  • Producing comprehensive wealth profiles and enabling a "single view of family" by managing joint entities.
  • Integrating CRM data with methodology tools, ensuring completeness, accurate labelling, and integrity across applications.
  • Updating client data on XPlan after financial planning sessions and preparing data for client reviews.
Financial Planning Preparation and Client Reviews

The successful candidate will be responsible for:

  • Completing training on preferred financial planning tools and passing competency assessments.
  • Preparing XPlan Wealth Maps at least 7 days before client engagements.
  • Drafting client Personal Goal Plans (PGPs) and records for the Partner to finalize.
  • Preparing Integrated Wealth Plans (IWPs) to a stage where scenario planning can be handed over.
  • Ensuring all plans are compliant, saved on XPlan, and reflect updated client data.
  • Preparing for client reviews as instructed, maintaining readiness to join review meetings as assessed by the Partner.
  • Collaborating with Assistants, Product Providers, Wealth Account Managers, and Broker Consultants to support the financial planning process.
  • Attending compliance meetings with your Partner and promptly addressing any remedial actions.
Operational Support for Portfolio Managers and Client Relationship Managers

The successful candidate will provide operational support in the following areas:

  • Aligning with the Financial Planning Partner to integrate the financial plan with the Private Client Share Portfolio mandate, ensuring compliance.
NAV, IT, Systems, and KPIs

The ideal candidate will be responsible for:

  • Managing and maintaining client records and tasks in XPlan to ensure practice-wide compliance and alignment.
  • Keeping records per business rules, legislative requirements, and storing safely in XPlan.
  • Staying informed on NAV to support the Financial Planning Partner(s).
  • Coordinating with the Partner on NAV data and practice details.
  • Monitoring and tracking your KPI score on NAV, seeking guidance from the Partner Operations or Business Development Manager to improve scores when needed.

Successful candidates will be detail-oriented, analytical, with strong math skills and initiative. They will have excellent critical thinking, problem-solving, and project management skills, adaptable to client needs. The ideal candidate will be proactive, assertive, and resilient under pressure.



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