84 Planning Assistant jobs in South Africa

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions. They offer a structured and well-resourced environment for career-focused professionals.

In this role, youll manage administrative workflows, client documentation, and regulatory compliance. You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.

Key Responsibilities:

• Oversee all client service tasks from onboarding to reviews.
• Capture and verify client data, documents, and applications.
• Maintain client files and records using Xplan.
• Coordinate with financial planning partners and service providers.
• Manage marketing material, events, and internal communication distribution.
• Assist in commission and compliance tracking.
• Provide internal IT and system support coordination.
• Track practice KPIs and assist with office management.

Key Attributes:

• High attention to detail.
• Team-oriented with strong communication skills.
• Professional presence and reliability.
• Strong initiative and problem-solving ability.
• Confidential and composed under pressure.

Requirements:

• 23 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS/FICA).

Remuneration:
R18 000 - R20 000 Cost to Company

**Only shortlisted candidates will be contacted**

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations, and client services support to the Financial Planning Partner and acts as the liaison between the practice and the regional or head office.

Categories :

• Client Services

- Implement the client services experience as defined by the Head of Operations.

- Manage administrative processes, transactions, queries, and reporting in the Financial Planning practice(s).

- Liaise with product providers (PPs) and follow complaint resolution processes.

- Serve as the point of contact for clients, ensuring efficient delivery of requirements.

- Adhere to the principles of Treating Customer Fairly.

Operations :

- Gather client information and prepare documentation for engagement.

- Conduct FICA and AML checks during onboarding.

- Check transition documentation for completeness and accuracy.

- Handle administration related to client transfers and new business transactions.

- Submit intermediary appointment notes and monitor their submission for successful client transfer and fee collection.

- Ensure completeness and accuracy of new business documentation.

- Submit new business applications with supporting documents.

- Monitor underwriting and acceptance processes.

- Arrange medicals and follow up on outstanding requirements.

- Provide ongoing support to the Financial Planning Partner and clients.

- Manage commission statements and suspense accounts, escalating issues as needed.

Operational support for Portfolio Managers and CRMs :

- Ensure complete pre-population of mandates and applications in PCS.

- Initiate and maintain instructions via XPlan tasks.

IT & Systems :

- Prepare client portfolios and ensure data accuracy in XPlan.

- Capture client demographic and financial data.

- Integrate data between XPlan and other systems.

- Upload documentation and maintain records compliant with regulations.

- Distribute communications and prepare for client reviews.

- Use XPlan notes and tasks for organization.

NAV & KPIs :

- Understand NAV data to support the practice.

- Track and monitor KPIs, seeking assistance as needed.

- Liaise with the Financial Planning Partner on practice data.

Marketing Support :

- Assist with organizing client events and strengthen client relationships.

Office Management :

- Support office operations, including reception and facilities.

- Manage procurement of office supplies and marketing materials.

Knowledge :

• Understanding of FAIS and FICA legislation
• Experience with XPlan
• Strong communication skills
• Customer-centric and relationship-oriented approach
• Methodical, accurate, and detail-oriented
• Initiative and organizational skills
• Collaborative and critical thinking skills
• Problem-solving abilities
• Teamwork and professional conduct
• Time management and multitasking skills

Qualifications and Experience :

• 2-3 years in the financial services industry
• Relevant tertiary education or courses

Attributes :

• Client-focused, ownership, and commitment to effectiveness in clients’ lives

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Financial Planning Assistant (Somerset West)

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Financial Planning Assistant (Somerset West)

3 days ago Be among the first 25 applicants

Join to apply for the Financial Planning Assistant (Somerset West) role at ExecutivePlacements.com - The JOB Portal

Financial Planning Assistant (Somerset West)

Recruiter:

PartnerUp (Pty) Ltd

Job Ref:

600169412

Date posted:

Tuesday, May 13, 2025

Location:

Cape Town, South Africa

SUMMARY:

POSITION INFO:

Purpose of role:

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services

to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in

their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the

administrative, operations and client services support to the Financial Planning Partner and is the liaison person

between the practice and the regional office / head office.

Categories:

• Client Services
• Implementation of the client services experience, as defined by the Head of Operations.
• Take full responsibility for the implementation of administrative processes and controls in the
  
  

Financial Planning practice(s) (including all transactions, queries, reporting etc.).

• Liaison between Financial Planner Partner and product providers (PPs).
• Equipped to follow the formal complaint resolution process.
• Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of
  
  

the Financial Planning Partner(s).

• Adhere to the culture and principles of Treating Customer Fairly.
• Operations:
• Collation of all clients related information (data discovery and fact find) and preparation of
  
  

documentation for engagement between Financial Planning Partner and client.

• FICA and AML capture and checking on client onboard process.
• Checking of transition documentation to ensure completeness and accuracy in alignment to relevant
  
  

client file checklist & lodgment rules.

• Administration relating to client transfer and new business transactions.
• Submission of intermediary appointment notes to relevant PPs.
• Monitoring the submission of intermediary appointment notes to ensure clients successfully
  
  

transfer to the license group and that ongoing fees are received from the relevant PPs.

• Capture and checking of new business documentation to ensure completeness and accuracy in
  
  

alignment to the lodgment rules.

• Submission of new business application(s), together with supporting documentation to relevant PPs.
• Monitoring the underwriting and acceptance of new business transactions.
• Arranging medicals for clients where required and follow up on outstanding requirements to ensure
  
  

new business transactions are confirmed by the relevant PPs timeously.

• Providing an ongoing service and maintenance support function to the Financial Planning Partner
  
  

and his / her clients.

• Check Commission statements from CommPay (internal commission module linked to CRM) and
  
  

PPs. Manage commission suspense accounts aligned to compliant new business lodgment.

• Escalate with PPs regarding commissions / fees due to the Financial Planning Partner.
• Operational support for Portfolio Managers and CRMs
• Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and
  
  

applications.

• All instructions to PM and CRMs initiated and maintained via XPlan (company’s internal CRM) tasks.
• IT & Systems
• Preparation of client portfolio’s using Astute and / or product provider information. Ensuring XPlan
  
  

Policy Schedules are up to date and accurate.

• Data capture of client demographic data on client relationship management system XPlan.
• Client financial data capture (ASTUTE, PPs and manual).
• Data integration between XPlan and Integrated Wealth Planning for handover to BDM or Financial
  
  

Planning Partner.

• Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s)).
• Ensure proper record keeping in line with business rules and where relevant, legislation & safe
  
  

storage into XPlan.

• Distribute communication(s) to clients as stipulated in the client management plan. (Auto
  
  

communication registration and health keeping)

• Distribute communication(s) to clients as requested by the Financial Planning Partner via xPlan.
• Extensive use of XPlan notes and tasks to manage client records and organization of practice.
• Prepare for clients reviews as per client review template.
• Client review preparation by producing and checking the Client Consolidated Reports (CCR) from
  
  

NAV (the company’s proprietary software that manages all aspects of the Partner’s practice).

• Maintain an accurate diary system. (XPlan & Outlook integration)
• Address all technology issues experienced by the Financial Planning Partner and facilitate the
  
  

solution - liaison with the IT support desk etc.

• NAV & KPIs
• Full awareness and understanding of information available on NAV to support the Financial Planning
  
  

Partner(s).

• Track and monitor personal KPIs on NAV.
• Request assistance and guidance from POM where KPI scores reflect gaps.
• Liaise and orientate with the Financial Planning Partner on all data and practice attributes on NAV.
• Marketing Support
• Assist with the organization of client events in conjunction with the events coordinator i.e. booking
  
  

venues, RSVP management, event management etc.

• Assisting Financial Planning Partners at client events.
• Function as a primary point of contact for clients thus strengthening client relationships.
• Office Management
• Support the general office management including reception, facilities, meeting room management,
  
  

stationery, marketing material etc.

• Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
  
  

Partnership Operations Manager timeously to avoid running out of stock.

Knowledge:

• Financial Services Industry
• Understanding of FAIS and FICA legislation
  
  

Competencies

• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint
• Experience with XPlan
• Good verbal and written communications skills
• High energy individual who is customer centric and relationship orientated
• Methodical, accurate and have meticulous attention to detail.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while
  
  

being flexible to accommodate the changing needs of the clients.

• Teamwork: be a reliable and productive member of the team.
• Professional presence: as a representative of the organization, a professional image and professional
  
  

conduct are always expected and required.

• Time management: ability to manage time and tasks to ensure deadlines are met.
• Assertiveness, proactive & resourceful
• Resilient under pressure
• Ability to multi-task
• Maintain absolute confidentiality.
  
  

Qualifications And Experience

• 2-3 years in the financial services industry required.
• Relevant tertiary education or courses.
  
  

Attributes

• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective
  
  

in our clients’ lives and can facilitate and assist Financial Planning Partner(s)

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Advertising Services

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The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations, and client services support to the Financial Planning Partner and acts as the liaison between the practice and the regional or head office. Categories : Client Services - Implement the client services experience as defined by the Head of Operations. - Manage administrative processes, transactions, queries, and reporting in the Financial Planning practice(s). - Liaise with product providers (PPs) and follow complaint resolution processes. - Serve as the point of contact for clients, ensuring efficient delivery of requirements. - Adhere to the principles of Treating Customer Fairly. Operations : - Gather client information and prepare documentation for engagement. - Conduct FICA and AML checks during onboarding. - Check transition documentation for completeness and accuracy. - Handle administration related to client transfers and new business transactions. - Submit intermediary appointment notes and monitor their submission for successful client transfer and fee collection. - Ensure completeness and accuracy of new business documentation. - Submit new business applications with supporting documents. - Monitor underwriting and acceptance processes. - Arrange medicals and follow up on outstanding requirements. - Provide ongoing support to the Financial Planning Partner and clients. - Manage commission statements and suspense accounts, escalating issues as needed. Operational support for Portfolio Managers and CRMs : - Ensure complete pre-population of mandates and applications in PCS. - Initiate and maintain instructions via XPlan tasks. IT & Systems : - Prepare client portfolios and ensure data accuracy in XPlan. - Capture client demographic and financial data. - Integrate data between XPlan and other systems. - Upload documentation and maintain records compliant with regulations. - Distribute communications and prepare for client reviews. - Use XPlan notes and tasks for organization. NAV & KPIs : - Understand NAV data to support the practice. - Track and monitor KPIs, seeking assistance as needed. - Liaise with the Financial Planning Partner on practice data. Marketing Support : - Assist with organizing client events and strengthen client relationships. Office Management : - Support office operations, including reception and facilities. - Manage procurement of office supplies and marketing materials. Knowledge : Understanding of FAIS and FICA legislation Experience with XPlan Strong communication skills Customer-centric and relationship-oriented approach Methodical, accurate, and detail-oriented Initiative and organizational skills Collaborative and critical thinking skills Problem-solving abilities Teamwork and professional conduct Time management and multitasking skills Qualifications and Experience : 2-3 years in the financial services industry Relevant tertiary education or courses Attributes : Client-focused, ownership, and commitment to effectiveness in clients’ lives #J-18808-Ljbffr

ABOUT UNILEVER

With 3.4 billion people in over 190 countries using our products every day, Unilever is a business that makes a real impact on the world. Work on brands that are loved and improve the lives of our consumers and the communities around us. We are driven by our purpose: to make sustainable living commonplace, and it is our belief that doing business the right way drives superior performance. At the heart of what we do is our people – we believe that when our people work with purpose, we will create a better business and a better world.

At Unilever, your career will be a unique journey, grounded in our inclusive, collaborative, and flexible working environment. We don’t believe in the ‘one size fits all’ approach and instead we will equip you with the tools you need to shape your own future.

CATEGORY/FUNCTION INTRODUCTION

Customer Development (CD) is what we call our Sales organization at Unilever. Customer Development works closely with our customers to pioneer new products, build categories, and best deploy best-in-class retail and shopper capabilities.

JOB PURPOSE

Lead in Market Plan execution (Aligned to BU Strategy)

• Localises Category Growth Strategy
• Executes strategically aligned Commercial Plan in Market
• Decides Channel/Customer Prioritisation in Market and deploys Budget accordingly
• Leads Core Capabilities and objective customer engagement (Catman /Shopper / NRM)
• D4C/D4R: executes locally AND integrates Channel & Customer upstream into BU

WHAT WILL YOUR MAIN RESPONSIBILITIES BE

• Category Growth Strategies: Localise (Develop and deploy) CGS at channel and customer level, Work closely with Brand, CMI, NRM, Shopper Marketing to build Customer sell-in
• Innovation: Define national innovation & launch plan to channels/customers. D4C/D4R: executes locally AND integrates upstream into BU
• Targets and Budgets: Tracking USG targets and investment to deliver BG strat by channel and customer
• Pricing and promotions, Mix: Own Pricing & Promo strategy. NRM: Ownership of L4 and L5
• Execution: Deploy strategically aligned commercial plan in Market via CBD Deploy launch plans to channels/customers to ensure strength of execution. Define channel / Customer Execution: (SoS, TDP)
• Shopper / Digital marketing led
• Capability: Deploy core capabilities required to win by Channel and Customer. Catman / Shopper / NRM

Experiences & Qualifications

• Minimum 2 years experience in Marketing or Sales in FMCG industry
• BComm degree (preferably in Marketing, Business Administration, Financial majors)
• Strong Excel skills
• Demonstrated cross-functional team experience
• Strong demonstrated insight & analytical skills
• Previous experience using Nielsen, PowerBI or customer platforms like Dunnhumby or PnP info hub would be very favourable

Skills

• Innovation mindset
• Commerce channels execution
• Digital business models
• Commercial Strategy
• Business Acumen / NRM
• Category Growth Management
• Data-Driven Mindset
• Customer and Retailer Understanding

Leadership

• You are energized by delivering fantastic results. You are an example to others – both your results and your resilience. You are constantly on the lookout for better ways to do things, engaging and collaborating with others along the way.
• As an individual you are the one responsible for your own wellbeing and delivering high standards of work. You must also focus on the Consumer and what they need. You are humble and have your head up, looking around to interpret evidence and data smartly, spot issues and opportunities to make things better.

Critical SOL (Standards of Leadership) Behaviors (Minimum vs Preference)

• PASSION FOR HIGH PERFORMANCE: Takes personal responsibility and accountability for execution and results. Has an owner’s mindset, using data and insight to make decisions.
• PERSONAL MASTERY: Sets high standards for themselves. Actively builds own wellbeing and resilience.
• CONSUMER LOVE: Whatever their role, always looks for better ways to serve consumers. Invests time inside and outside to understand the needs of consumers.
• PURPOSE & SERVICE: Has humility, understanding that leadership is service to others, inside and outside Unilever.
• AGILITY: Explores the world around them, continually learning and developing their skills.

Unilever is an organisation committed to equity, inclusion and diversity to drive our business results and create a better future, every day, for our diverse employees, global consumers, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. At Unilever we are interested in every individual bringing their ‘Whole Self’ to work and this includes you! Thus if you require any support or access requirements, we encourage you to advise us at the time of your application so that we can support you through your recruitment journey.

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ABOUT UNILEVER With 3.4 billion people in over 190 countries using our products every day, Unilever is a business that makes a real impact on the world. Work on brands that are loved and improve the lives of our consumers and the communities around us. We are driven by our purpose: to make sustainable living commonplace, and it is our belief that doing business the right way drives superior performance. At the heart of what we do is our people – we believe that when our people work with purpose, we will create a better business and a better world. At Unilever, your career will be a unique journey, grounded in our inclusive, collaborative, and flexible working environment. We don’t believe in the ‘one size fits all’ approach and instead we will equip you with the tools you need to shape your own future. CATEGORY/FUNCTION INTRODUCTION Customer Development (CD) is what we call our Sales organization at Unilever. Customer Development works closely with our customers to pioneer new products, build categories, and best deploy best-in-class retail and shopper capabilities. JOB PURPOSE Lead in Market Plan execution (Aligned to BU Strategy) Localises Category Growth Strategy Executes strategically aligned Commercial Plan in Market Decides Channel/Customer Prioritisation in Market and deploys Budget accordingly Leads Core Capabilities and objective customer engagement (Catman /Shopper / NRM) D4 C/D4 R: executes locally AND integrates Channel & Customer upstream into BU WHAT WILL YOUR MAIN RESPONSIBILITIES BE Category Growth Strategies: Localise (Develop and deploy) CGS at channel and customer level, Work closely with Brand, CMI, NRM, Shopper Marketing to build Customer sell-in Innovation: Define national innovation & launch plan to channels/customers. D4 C/D4 R: executes locally AND integrates upstream into BU Targets and Budgets: Tracking USG targets and investment to deliver BG strat by channel and customer Pricing and promotions, Mix: Own Pricing & Promo strategy. NRM: Ownership of L4 and L5 Execution: Deploy strategically aligned commercial plan in Market via CBD Deploy launch plans to channels/customers to ensure strength of execution. Define channel / Customer Execution: (So S, TDP) Shopper / Digital marketing led Capability: Deploy core capabilities required to win by Channel and Customer. Catman / Shopper / NRM Experiences & Qualifications Minimum 2 years experience in Marketing or Sales in FMCG industry BComm degree (preferably in Marketing, Business Administration, Financial majors) Strong Excel skills Demonstrated cross-functional team experience Strong demonstrated insight & analytical skills Previous experience using Nielsen, Power BI or customer platforms like Dunnhumby or Pn P info hub would be very favourable Skills Innovation mindset Commerce channels execution Digital business models Commercial Strategy Business Acumen / NRM Category Growth Management Data-Driven Mindset Customer and Retailer Understanding Leadership You are energized by delivering fantastic results. You are an example to others – both your results and your resilience. You are constantly on the lookout for better ways to do things, engaging and collaborating with others along the way. As an individual you are the one responsible for your own wellbeing and delivering high standards of work. You must also focus on the Consumer and what they need. You are humble and have your head up, looking around to interpret evidence and data smartly, spot issues and opportunities to make things better. Critical SOL (Standards of Leadership) Behaviors (Minimum vs Preference) PASSION FOR HIGH PERFORMANCE: Takes personal responsibility and accountability for execution and results. Has an owner’s mindset, using data and insight to make decisions. PERSONAL MASTERY: Sets high standards for themselves. Actively builds own wellbeing and resilience. CONSUMER LOVE: Whatever their role, always looks for better ways to serve consumers. Invests time inside and outside to understand the needs of consumers. PURPOSE & SERVICE: Has humility, understanding that leadership is service to others, inside and outside Unilever. AGILITY: Explores the world around them, continually learning and developing their skills. Unilever is an organisation committed to equity, inclusion and diversity to drive our business results and create a better future, every day, for our diverse employees, global consumers, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. At Unilever we are interested in every individual bringing their ‘Whole Self’ to work and this includes you! Thus if you require any support or access requirements, we encourage you to advise us at the time of your application so that we can support you through your recruitment journey. #J-18808-Ljbffr

Join to apply for the Financial Planning Partner Assistant role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Financial Planning Partner Assistant role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

Financial Planning Partner Assistant

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT001919/Doret

Date posted:

Tuesday, June 17, 2025

Location:

Somerset West, South Africa

SUMMARY:

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

POSITION INFO:

Categories

• Client Services
• Operations
• Operational support for Portfolio Managers and CRMs
• IT & Systems
• NAV & KPIs
• Marketing Support
• Office Management
  
  

Knowledge

• Financial Services Industry
• Understanding of FAIS and FICA legislation
  
  

Competencies

• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
• Xplan Proficeint.
• Good verbal and written communications skills.
• High energy individual who is customer centric and relationship orientated.
• Methodical, accurate and have meticulous attention to detail.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients.
• Teamwork: be a reliable and productive member of the team.
• Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required.
• Time management: ability to manage time and tasks to ensure deadlines are met.
• Assertiveness, proactive & resourceful.
• Resilient under pressure.
• Ability to multi-task.
• Maintain absolute confidentiality.
  
  

Qualifications And Experience

• 2-3 years in the financial services industry will be advantageous.
• Relevant tertiary education or courses.
  
  

Attributes

• The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients’ lives and can facilitate and assist Financial Planning Partner(s).
• Strong personality.
• Only shortlisted candidates will be contacted***
  
  
  
  

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Advertising Services

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Categories
- Client Services
- Operations
- Operational support for Portfolio Managers and CRMs
- IT & Systems
- NAV & KPIs
- Marketing Support
- Office Management

Knowledge
- Financial Services Industry
- Understanding of FAIS and FICA legislation

Competencies
- Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
- Xplan Proficeint.
- Good verbal and written communications skills.
- High energy individual who is customer centric and relationship orientated.
- Methodical, accurate and have meticulous attention to detail.
- Initiative-taking work ethic.
- Organizational skills, ability to prioritize, plan and manage projects.
- Ability to collaborate with others.
- Critical thinking: ability to strategize, research and interpret.
- Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients.
- Teamwork: be a reliable and productive member of the team.
- Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required.
- Time management: ability to manage time and tasks to ensure deadlines are met.
- Assertiveness, proactive & resourceful.
- Resilient under pressure.
- Ability to multi-task.
- Maintain absolute confidentiality.

Qualifications and Experience
- 2-3 years in the financial services industry will be advantageous.
- Relevant tertiary education or courses.

Attributes
- The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients lives and can facilitate and assist Financial Planning Partner(s).
- Strong personality.

***Only shortlisted candidates will be contacted***

Join to apply for the Financial Planning Partner Assistant role at Executive Placements.com - The JOB Portal 3 days ago Be among the first 25 applicants Join to apply for the Financial Planning Partner Assistant role at Executive Placements.com - The JOB Portal SUMMARY:The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office. Financial Planning Partner AssistantRecruiter:Merand Corbett & AssociatesJob Ref:CPT001919/DoretDate posted:Tuesday, June 17, 2025Location:Somerset West, South AfricaSUMMARY:The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.POSITION INFO:Categories Client Services Operations Operational support for Portfolio Managers and CRMs IT & Systems NAV & KPIs Marketing Support Office Management Knowledge Financial Services Industry Understanding of FAIS and FICA legislation Competencies Computer skills: Microsoft Office (Excel, Word, Outlook essential); Share Point. Xplan Proficeint. Good verbal and written communications skills. High energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required. Time management: ability to manage time and tasks to ensure deadlines are met. Assertiveness, proactive & resourceful. Resilient under pressure. Ability to multi-task. Maintain absolute confidentiality. Qualifications And Experience2-3 years in the financial services industry will be advantageous. Relevant tertiary education or courses. Attributes The individual puts the needs of clients first and takes ownership of the goal to always strive to be effective in our clients’ lives and can facilitate and assist Financial Planning Partner(s). Strong personality. Only shortlisted candidates will be contacted*** Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Advertising Services Referrals increase your chances of interviewing at Executive Placements.com - The JOB Portal by 2x Sign in to set job alerts for “Financial Planning Assistant” roles. 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