Financial Planning Assistant

1 week ago


Plettenberg Bay, Western Cape, South Africa Profile Personnel Full time

Profile Personnel is seeking a highly skilled and detail-oriented Financial Planning Assistant to join our team in George. As a key member of our financial planning practice, you will be responsible for providing administrative support to our experienced Financial Planner.

The ideal candidate will have a strong background in financial planning, insurance, and wealth management, with a minimum of 3 years of relevant experience. You will be responsible for maintaining best practice standards, complying with statutory and regulatory requirements, and working closely with our team to deliver exceptional results.

Key responsibilities will include:

  • Providing administrative support to our Financial Planner, including data entry, document preparation, and communication with clients.
  • Maintaining accurate records and files, and ensuring compliance with regulatory requirements.
  • Assisting with the development and implementation of financial plans, and providing support with client meetings and presentations.
  • Collaborating with our team to achieve business objectives, and contributing to the growth and development of our financial planning practice.

Requirements:

  • Matric Certificate.
  • Relevant industry qualification.
  • Computer literacy in Excel, Word, and Office.
  • Fluent in English and Afrikaans, verbal and writing.

Profile Personnel offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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