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Xplan-Savvy Financial Planning Assistant

Headhunters

South-Africa, kwazulu natal, South-Africa Full-time July 05, 2026
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Vacancy Description

Headhunters is looking for a Financial Planning Partner Assistant in Westville, KwaZulu-Natal. The ideal candidate will have 2 to 3 years of experience in the financial services industry and a strong understanding of FAIS and FICA legislation. Responsibilities include implementing client services, liaising with financial planners, and maintaining accurate client records.

The role requires excellent communication skills and proficiency in Microsoft Office and Xplan. This is a full-time position with a negotiable salary package.

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