We are currently seeking a Financial Planning Partner Assistant for a well-established financial services company based in Menlyn, Pretoria.

The successful candidate will play a key role in client servicing, investment administration, compliance processes, and financial planning support.

Key Responsibilities

Provide administrative and client service support to Financial Planners
Assist with client onboarding and FICA compliance
Process new business and investment transactions
Prepare client review packs and financial reports
Maintain accurate client records on CRM systems such as Xplan
Liaise with product providers and internal teams

Requirements

2–3 years’ experience in financial services / wealth administration
Experience supporting financial planners or wealth advisors
Xplan or similar financial planning system experience
Knowledge of FAIS and FICA regulations
Strong attention to detail and organisational skills

Additional Information

Office-based role (08:00 – 17:00, Monday to Friday)
Candidates must be able to commute to Menlyn, Pretoria daily