Financial Planning Partner Assistant

Purpose of role:

The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole. The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.

Knowledge:
Knowledge of the Financial Services Industry
FAIS and FICA knowledge required.
Competencies
Computer literacy: Microsoft Office, xPlan would be an advantage.
Customer centricity – passionate about client service
Excellent organising and planning ability
Problem solving skills
Deadline driven
Qualifications and Experience
Qualification in investments/financial planning/business management would be an advantage.
2-4 years’ experience in a client services environment