Financial Planning Partner Assistant

A premier South African financial services and wealth management firm dedicated to providing comprehensive, compliance-driven financial planning solutions. The organization focuses on delivering client-centric advice and fostering a highly professional, supportive team environment. The Financial Planning Partner Assistant provides critical administrative, operational, and client services support to Financial Planning Partners. Based at the Constantia office in the Western Cape, this role acts as the vital liaison between the practice, product providers, and regional/head offices to ensure seamless business operations. Key Responsibilities: Act as the primary point of contact for clients, managing queries and implementing a high-touch client management plan. Take full ownership of administrative processes, including new business applications, onboarding, and client transfer documentation. Conduct FICA and Anti-Money Laundering (AML) captures and checks to ensure compliance with relevant...

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