Role Overview

This Financial Planning Partner Assistant opportunity in Westville gives the right candidate a chance to work in research with clear responsibilities and visible impact.

Key Responsibilities

Take responsibility for the core day-to-day work expected of a Financial Planning Partner Assistant.
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.
Maintain a professional standard of delivery, communication and follow-through.
Spot risks early and escalate practical issues before they become blockers.

Requirements

A background that matches the practical demands of a Financial Planning Partner Assistant role.
A practical working style with the ability to prioritise when several tasks compete.
A professional approach to deadlines, service quality and daily priorities.