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); SharePoint 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.
• Initiati...