Financial Planning Assistant

2 months ago


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

**Job Title:** Financial Planning Assistant

**Job Summary:** We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Ultra Personnel. The successful candidate will provide administrative support to our Financial Planners, ensuring the efficient delivery of client services and maintaining accurate records.

Key Responsibilities:
  • **Client Services:**
    • Provide exceptional client service, ensuring timely and accurate delivery of client requirements.
    • Collaborate with Financial Planners to implement administrative processes and controls.
    • Act as a liaison between the practice and regional office/head office.
  • **Operations:**
    • Oversee the administrative, operations, and client services support to Financial Planners.
    • Manage client onboarding process, including FICA and AML capture and checking.
    • Prepare and submit intermediary appointment notes to product providers.
  • **IT and Systems:**
    • Prepare client portfolios using Astute and/or product provider information.
    • Ensure Xplan Policy Schedules are up-to-date and accurate.
    • Capture and integrate client demographic and financial data into Xplan.
  • **Marketing Support:**
    • Assist with the organization of client events.
    • Support the Financial Planner at client events.
  • **Office Management:**
    • Support general office management, including reception, facilities, and meeting room management.
    • Submit orders for stationery, business cards, and marketing materials.
Requirements:
  • **Computer Skills:**
    • Microsoft Office (Excel, Word, Outlook essential); SharePoint
    • Xplan
  • **Knowledge:**
    • Financial Services Industry
    • Understanding of FAIS and FICA legislation
  • **Competencies:**
    • Computer skills
    • 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
Working Environment:

The successful candidate will be working in a fast-paced and dynamic environment, supporting the Financial Planners and contributing to the growth and success of Ultra Personnel.



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