Financial Planning Partner Assistant

Key Responsibilities

• Provide day-to-day administrative and operational support to the Financial Planning Partner.
• Serve as the primary point of contact for clients, ensuring a professional and efficient client experience.
• Prepare documentation and information required for client meetings and financial planning engagements.
• Process new business applications, policy amendments and client transactions.
• Manage client onboarding, including FICA and AML documentation.
• Liaise with product providers regarding new business, transfers, underwriting requirements and commission queries.
• Monitor applications through to completion and ensure all outstanding requirements are followed up.
• Maintain accurate client records and documentation on the CRM system.
• Prepare reports and documentation for client review meetings.
• Coordinate diaries, appointments and client communications.
• Assist with the planning and administration of client events and practice-related activities.
• Provide general office administration and support where required.

Minimum Requirements

• Relevant tertiary qualification or financial services-related studies.
• Previous experience (23 years preferred) within the financial services industry.
• Experience supporting a Financial Planner, Wealth Manager or Financial Adviser will be highly advantageous.
• Sound understanding of financial products and financial planning administration.
• Knowledge of FAIS and FICA requirements.
• Experience processing new business and servicing existing clients.
• Strong administrative and organisational skills with excellent attention to detail.
• Ability to work accurately under pressure while managing multiple priorities.
• A professional, client-centric approach with excellent communication skills.
• Experience working on Xplan will be a distinct advantage.

The Ideal Candidate

We're looking for someone who enjoys building relationships, takes ownership of their work and thrives in a fast-paced environment. You should be proactive, highly organised and genuinely passionate about delivering exceptional client service. The successful candidate will be a team player who enjoys supporting others while maintaining the highest levels of professionalism, accuracy and confidentiality.

**Please read the minimum requirements carefully before applying. Only candidates who meet the essential criteria will be considered. **