Financial Planning Partner Assistant

Our client, a well-established financial services provider, is seeking an experienced Financial Planning Partner Assistant to join their team based in Constantia.

This role is ideal for a highly organised financial services professional who enjoys supporting Financial Planning Partners, building strong client relationships, and ensuring the smooth administration of financial planning processes.

Key Responsibilities

• Provide administrative and operational support to Financial Planning Partners.


• Act as the primary point of contact for clients, ensuring exceptional service.


• Prepare client documentation and maintain accurate client records.


• Process new business applications and manage client onboarding.


• Perform FICA and AML administration.


• Liaise with product providers regarding client transactions and queries.


• Monitor new business, policy transfers, and commiss...