Financial Planning Assistant

1 month ago


Johannesburg, Gauteng, South Africa Ultra Personnel Full time
Job Description

The Financial Planning Assistant plays a vital role in supporting the Financial Planner in delivering exceptional client services. This role is part of a regional team and encourages collaboration with other Assistants and team members.

Key Responsibilities
  • Oversee administrative, operations, and client services support to the Financial Planner.
  • Act as a liaison between the practice and the regional office/head office.
  • Implement administrative processes and controls in the Financial Planner's practice.
  • Manage client relationships, ensuring efficient delivery of client requirements.
  • Adhere to the culture and principles of Treating Customer Fairly.
Operational Support
  • Collate client-related information and prepare documentation for engagement.
  • Manage FICA and AML capture and checking on client onboard process.
  • Check transition documentation for completeness and accuracy.
  • Submit intermediary appointment notes to product providers.
NAV and KPIs
  • Monitor personal KPIs on NAV and request assistance when necessary.
  • Liaise with the Financial Planner on data and practice attributes on NAV.
Marketing Support
  • Assist with organizing client events, including venue booking and RSVP management.
  • Support the Financial Planner at client events.
Office Management
  • Support general office management, including reception, facilities, and meeting room management.
  • Submit orders for stationery and marketing materials.

This role requires a high level of organizational skills, attention to detail, and the ability to prioritize tasks effectively. The ideal candidate will be a team player with excellent communication skills and a customer-centric approach.



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