Finance/Accounting - Other Finance/Accounting Gauteng CONTRACT Job Summary Key Responsibilities Client Services * Serve as a primary point of contact for clients and assist with client service delivery. * Liaise with product providers and assist Financial Planning Partners with client queries. * Implement administrative processes and ensure compliance with internal procedures. * Support complaint resolution processes where required. * Maintain strong client relationships through professional and responsive service. Operations & Administration * Collect and prepare client information, fact finds, and documentation for client engagements. * Manage client onboarding processes including FICA and AML compliance checks. * Process new business applications and client transfers. * Monitor underwriting and follow up on outstanding requirements. * Ensure accuracy and completeness of documentation before submission. * Track and manage commissions and fee payments from product providers. Systems & Data Management * Maintain accurate client records in the CRM system. * Capture client demographic and financial data. * Upload and manage all documentation within the client management system. * Prepare client portfolio reports and consolidated reports for reviews. * Maintain diary systems and manage client review schedules. Portfolio & Operational Support * Provide administrative support to Portfolio Managers and Client Relationship Managers. * Ensure mandates and applications are correctly prepared and submitted. * Monitor tasks and workflows through the CRM system. Marketing & Client Engagement * Assist with the organization and coordination of client events. * Support communication with clients in line with the client management plan. * Assist with RSVP management and event coordination. Office Support * Assist with general office administration. * Manage meeting room bookings, stationery orders, and office supplies. * Support general practice operations where required. Requirements * 2–3 years' experience in the financial services industry advantageous. * Experience supporting financial planners or wealth advisors preferred. Qualifications * Relevant tertiary qualification or financial services courses advantageous. Knowledge * Understanding of financial planning practices * Knowledge of FAIS and FICA legislation Skills & Competencies * Strong administrative and organizational skills * High attention to detail and accuracy * Excellent verbal and written communication skills * Ability to manage multiple tasks and deadlines * Strong client service orientation * Proactive and solutions-driven approach * Ability to work both independently and collaboratively * Professional and confidential handling of client information Technical Skills * Microsoft Office (Excel, Word, Outlook) * CRM systems (experience with financial planning software advantageous) \*\*\*ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED\*\*\ Merand Corbett & Associates Recruiter