Financial Planning Partner Assistant - Port Elizabeth

In brief

**Overview** This role is for a Financial Planning Partner Assistant based in Port Elizabeth, working for Headhunters. The position involves extensive administrative and support functions across client services, operations, IT systems, performance tracking, marketing support, and general office management, all in support of Financial Planning Partners. **What you will do** * **Client Services:** Implement the defined client services experience, manage administrative processes and controls within the Financial Planning practice (including transactions, queries, and reporting), liaison between Financial Planner Partners and product providers, handle formal complaint resolution, serve as a client contact for efficient delivery of requirements, and adhere to Treating Customer Fairly principles. * **Operations:** Collate client-related information for engagement, manage FICA and AML capture/checking during client onboarding, ensure completeness and accuracy of transition documentation, administer client transfers and new business transactions, submit and monitor intermediary appointment notes, capture and check new business documentation, submit and monitor new business applications, arrange medicals and follow up on requirements, provide ongoing service and maintenance support, check commission statements, manage commission suspense accounts, and escalate commission/fee issues with product providers. * **Operational support for Portfolio Managers and CRMs:** Align with PCS CRMs for pre-population of PCS mandates and applications, and manage all instructions to PMs and CRMs via Xplan tasks. * **IT & Systems:** Prepare client portfolios using Astute/product provider information, ensure Xplan Policy Schedules are accurate, capture client demographic and financial data on Xplan, integrate data between XPlan and IWP for handover, upload documentation into XPlan, ensure proper record keeping, distribute client communications as per management plan or Financial Planning Partner requests via XPlan, extensively use Xplan notes and tasks for client records and practice organization, prepare for client reviews, produce and check Client Consolidated Reports (CCR) from NAV, maintain an accurate diary system (Xplan & Outlook integration), and address technology issues for the Financial Planning Partner by liaising with IT support. * **NAV & KPIs:** Maintain full awareness and understanding of information available on NAV, track and monitor personal KPIs on NAV, request assistance and guidance from POM for KPI gaps, and liaise with the Financial Planning Partner on data and practice attributes on NAV. * **Marketing Support:** Assist with organizing client events (booking venues, RSVP management, event management) in conjunction with the events coordinator, assist Financial Planning Partners at client events, and function as a primary point of contact to strengthen client relationships. * **Office Management:** Support general office management including reception, facilities, meeting room management, stationery, and marketing material, and submit timely orders for office supplies to the Head of Operations. **Requirements (from the original advert)** * Matric or equivalent. * 2-3 years in the financial services industry will be advantageous. * Relevant tertiary education or courses. * Knowledge in the financial services industry. * Understanding of FAIS and FICA legislation. * Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. * Xplan. * Good verbal and written communications skills. * High energy individual who is customer centric and relationship orientated. * Methodical, accurate and have meticulous attention to detail. * Initiative-taking work ethic. * Organizational skills, ability to prioritize, plan and manage projects. * Ability to collaborate with others. * Critical thinking: ability to strategize, research and interpret. * Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients. * Teamwork: be a reliable and productive member of the team. * Professional presence: as a representative of the organization, a professional image and professional conduct are always expected and required. * Time management: ability to manage time and tasks to ensure deadlines are met. * Assertiveness, proactive & resourceful. * Resilient under pressure. * Ability to multi-task. * Maintain absolute confidentiality. **Who should apply** The ideal candidate for this role should possess a Matric or equivalent qualification, with relevant tertiary education or courses, and ideally 2-3 years of experience in the financial services industry, along with knowledge of the sector and an understanding of FAIS and FICA legislation. They must be proficient in Microsoft Office (Excel, Word, Outlook essential) and SharePoint, and have experience with Xplan. Key personal attributes include good verbal and written communication skills, high energy, customer-centricity, relationship-orientation, a methodical and accurate approach with meticulous attention to detail, and an initiative-taking work ethic. The candidate should demonstrate strong organizational skills, the ability to prioritize and manage projects, excellent collaboration and teamwork abilities, critical thinking for strategizing and interpretation, and effective problem-solving skills. They must also exude a professional presence, manage time efficiently, be assertive, proactive, resourceful, resilient under pressure, capable of multitasking, and committed to maintaining absolute confidentiality. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/financial-planning-partner-assistant-port-elizabeth-headhunters Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• At least 3 years of experience.

• Microsoft Excel
• Microsoft Office

Extracted automatically from the advert; confirm requirements on the original listing.

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