Financial Planning Assistant - KZN

Updated: April 30, 2024 12:03 PM GMT

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Kloof

Leading organisation within the "investments and financial services industry" requires a Administrator for the KZN branch. This position is based in Kloof / Gillitts.
The "Financial Planning Assistant" supports the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region.

The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office / head office

Client Services
Implementation of the client services experience
Take full responsibility for the implementation of administrative processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc.)
Liaison between Financial Planner and product providers (PPs)
Equipped to... More Detail