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Assistant to Financial Planning Partner – Westville.
This is a 12‑month fixed‑term contract role with a remuneration range of R18,000 – R20,000 CTC per month, depending on experience.
The role is 100% office‑based, Monday to Friday, 08:00 – 17:00.
Experience: Candidates must have relevant experience within the financial services industry (1 to 3 years); a relevant degree is essential.
Systems Knowledge: Experience with Xplan or a similar financial planning system is required.
Purpose of role:
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients.
The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region.
The Assistant takes responsibility for overseeing the administrative, operations, and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office/head office.