Reference: PE -RW-1

Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant, based in Port Elizabeth.
A wonderful career opportunity awaits you.

Duties & Responsibilities

Requirements:

• Financial Services Industry.
• Understanding of FAIS and FICA legislation.
• 2-3 years in the financial services industry required.
• Relevant tertiary education or courses.
• Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
• Experience with 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.
• ...