Financial Planner Assistant

Location:

Kloof, Durban

This is an exciting opportunity for a highly organised, client-focused professional who enjoys building relationships, coordinating complex administrative processes, and ensuring a seamless client experience. Working closely with Financial Planning Partners, you will provide end-to-end administrative, operational, and client service support while acting as a key liaison between clients, product providers, and the wider business.

• Manage and coordinate all client service and administrative activities within the financial planning practice.

• Serve as the primary point of contact for clients, ensuring a professional and responsive service experience.

• Prepare client documentation, fact finds, and onboarding paperwork, including FICA and AML compliance requirements.

• Process new business applications, client transfers, and ongoing policy administration.

• Liaise with product providers regarding applications, underwriting, commissions, and client-related queries.

• Maintain accurate client records, reports, and portfolio information on CRM and financial planning systems.

• Support client review meetings through the preparation of portfolio reports and review documentation.

• Assist with client events, office administration, diary management, and general operational support.

• Monitor service standards and assist in achieving operational and performance objectives.

• 2-3 years' experience with investments / wealth administration (ideally having worked as a PA to a Broker)

• RE5 and any wealth / long term insurance / investment qualifications will be highly beneficial

• Understanding of financial services regulations, including FAIS and FICA.

• Strong Microsoft Office skills, particularly Excel, Word, and Outlook.

• Experience with CRM and financial planning systems is preferred (Xplan)

• Excellent communication and relationship-building skills.

• Strong organisational abilities with exceptional attention to detail.

• Ability to manage multiple priorities in a fast-paced environment.

We are looking for someone who is proactive, professional, highly organised, and passionate about delivering outstanding client service. You will thrive in a collaborative environment, take ownership of your responsibilities, and enjoy supporting financial professionals in helping clients achieve their financial goals.

This role offers the opportunity to gain valuable experience within a respected financial services environment, work alongside experienced industry professionals, and make a meaningful contribution to client success. If you enjoy building strong relationships, delivering exceptional service, and working in a dynamic team, we'd love to hear from you.