Financial Planning Partner Assistant

1 day ago

Bedfordview, South Africa Headhunters Full time

**Our client based in Bedfordview is currently looking to employ a Financial Planning Partner Assistant.**

***

**Requirements**:

- Qualification in investments/financial planning/business management would be an advantage.
- 2-4 years experience in a client services environment.
- At least 5 years of experience in the financial services industry.
- Knowledge of the Financial Services Industry.
- FAIS and FICA knowledge required.
- Computer literacy: Microsoft Office, xPlan would be an advantage.
- Excellent verbal and written communication skills.
- Customer centricity - passionate about client service.
- Excellent organizing and planning ability.
- Deadline driven.
- Relationship management skills.
- Proactive and resourceful.
- Resilient under pressure.
- Ability to multi-task.
- Methodical, accurate, and detail conscious.
- Maintains confidentiality.

**Duties and Responsibilities include, but are not limited to**:

- **Client Services**:

- Capturing of client demographic data on relevant client management tools.
- **Operational Support**:

- Client Records
- Transition and Commission flows.
- New Business and Commission flows.
- General Office Management.
- **Marketing Support**:

- Regional event assistance and organization of smaller client events -booking venues, RSVP management, event management, etc. Representing the business at client events where required.
- **Office Management**:

- Support the Partnership Director with general office management tasks including reception, facilities, diary management, stationery management, etc.

*

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