Reference: PMB001059-LF-1Financial Planning Partner Assistant - PietermaritzburgOur client is seeking a Financial Planning Partner Assistant to join their team.
Responsibilities:

Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s)
Liaison between Financial Planner Partner and product providers (PPs)
Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)
FICA and AML capture and checking on client onboard process
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
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
Manage commission suspense accounts aligned to compliant new business lodgment
Escalate with PPs regarding commissions / fees due to the Financial Planning Partner
Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications
Preparation of client portfolio's using Astute and / or product provider information. Ensuring Xplan Policy Schedules are up to date and accurate
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

Requirements

Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint, and Xplan
High energy individual who is customer centric and relationship orientated
Methodical, accurate and have meticulous attention to detail
Organizational skills, ability to prioritize, plan and manage projects
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
Time management: ability to manage time and tasks to ensure deadlines are met
Assertiveness, proactive, resourceful and resilient under pressure

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.