Planning and Operations Associate
2 days ago
Our esteemed organization in Port Elizabeth is seeking a diligent and organized individual to assume the role of a Financial Planning Partner Assistant.
Salary Interval: Monthly
Job Description:
In this role, you will be responsible for overseeing administrative processes and controls within our Financial Planning practice, ensuring seamless client services experience as defined by the Head of Operations.
The ideal candidate will possess excellent organizational skills, with the ability to prioritize tasks, manage multiple projects, and maintain accurate records while working closely with the Financial Planner Partner and product providers.
- Implementation of client services experience as defined by the Head of Operations.
- Administrative processes and controls in the Financial Planning practice.
- Liaison between Financial Planner Partner and product providers.
- Client query and transaction management.
- Complaint resolution process adherence.
- Treating Customers Fairly principles adherence.
Required Skills and Qualifications:
- FAIS and FICA legislation understanding.
- 2-3 years in the financial services industry is advantageous.
- Relevant tertiary education or courses.
- Microsoft Office (Excel, Word, Outlook essential), SharePoint, Xplan computer skills.
Benefits:
- Meticulous attention to detail.
- Prioritization, planning, and project management skills.
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