Financial planning partner assistant (contract)

Our Client, a leader in the Financial Services space; is seeking to employ a Financial Planning Partner Assistant to their team based in Westville, Durban.

Please note that this is a 12 - Month Fixed Term Contract.

Responsibilities, but not limited to: Requirements 2–3 years’ experience in the financial services industry advantageous. Relevant tertiary qualification or financial services related courses advantageous. Financial services industry knowledge. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); Share Point as well as AI tools and social media. Xplan experience. 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 thinkin...

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