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 sub
  
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