Financial Planning Partner Assistant (Contract)

Our Client in the Financial Services Industry is seeking to employ a Financial Planning Partner Assistant to their team based in Menlyn Pretoria.

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.
• 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.
• Initiative-taking work ethic.
• Organizational skills, ability to prioritize, plan and manage projects.
• Ability to collaborate with o...