Vacancy Description
Our Client, a leader in the Financial Services space; is seeking to employ a Financial Planning Partner Assistant to their team based in Westville, Durban.
Please note that this is a 12 - Month Fixed Term Contract.
Requirements:
Please note that this is a 12 - Month Fixed Term Contract.
Requirements:
- 2–3 years’ experience in the financial services industry advantageous.
- Relevant tertiary qualification or financial services related courses advantageous.
- Financial services industry knowledge.
- Understanding of FAIS and FICA legislation.
- Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint as well as AI tools and social media.
- Xplan experience.
- Good verbal and written communications skills.
- High energy individual who is customer centric and relationship orientated.
- Methodical, accurate and have meticulous attention to detail.
- Init...
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