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Financial Planner Assistant - Eastern Cape, East London

Montana Resourcing
East London East London, Eastern Cape Buffalo City, South Africa
Closing date
May 7, 2024

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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

Qualifications and Experience
  • Qualification in investments/financial planning/business management (BCom Financial Planning or PGD in Financial Planning)
  • 1 to 2 years working in administration or support within an advice-led company

We are not looking for a Financial Advisor. We are looking for a person who has been in a support role in financial planning since completing his/her degree, and would like to stay in a support role.

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

Desired Work Experience:
  • 1 to 2 years

Desired Qualification Level:
  • Degree

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