Skip to main content

This job has expired

Financial Planner Assistant - Eastern Cape, East London

Montana Resourcing
East London East London, Eastern Cape Buffalo City, South Africa
Closing date
Mar 11, 2024

View more

Job Role
Accounts Assistant
Contract Type
Full Time
Purpose of role:
The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole. The incumbent 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.

  • Knowledge of the Financial Services Industry
  • FAIS and FICA knowledge

  • Computer literacy: Microsoft Office, Spotlight would be an advantage
  • Excellent verbal and written communications skills
  • Customer centricity - passionate about client service
  • Excellent organising and planning ability
  • Problem-solving skills
  • Deadline driven
  • Relationship management skills
  • Assertiveness
  • Proactive & resourceful
  • Resilient under pressure
  • Ability to multi-task
  • Methodical, accurate and detail conscious
  • Maintains confidentiality

Qualifications and Experience
  • Qualification in investments/financial planning/business management would be an advantage
  • 1 to 2 years working in administration or support within a financial service advice-led company

Desired Skills:
  • financial planning
  • Investment planning
  • XPlan
  • financial planning administration
  • FAIS Knowledge
  • FICA knowledge

Desired Work Experience:
  • 1 to 2 years

Desired Qualification Level:
  • Degree

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert