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 commission payments.
Maintain accurate client information on Xplan.
Prepare documentation for client reviews and portfolio reporting.
Assist with diary management, client meetings, and office administration.

Minimum Requirements

2–3 years' experience within the financial services industry.
Previous experience supporting a Financial Adviser, Financial Planner, Wealth Manager, or Financial Planning Practice.
Working knowledge of Xplan or a similar financial planning CRM system.
Strong understanding of FAIS and FICA requirements.
Excellent administrative, organisational, and client service skills.
Proficient in Microsoft Office (Excel, Word and Outlook).

Preferred Candidate

The successful candidate will:

Reside in or near the Southern Suburbs of Cape Town and be able to commute daily to Constantia.
Be comfortable working 100% office-based (Monday to Friday, 08:00–17:00).
Have excellent attention to detail and the ability to manage multiple priorities.
Be proactive, professional, and client-focused.
Be willing to commit to a 12-month fixed-term contract.