Financial Planning Partner Assistant

Updated: March 08, 2024 04:42 PM GMT

Full-time Job in Hillcrest, KwaZulu-Natal

Headhunters (Head Office)

Hillcrest, South Africa

Our client in the Financial Services industry is currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts).

A wonderful career opportunity awaits you.
Requirements:
• 2-3 years in the financial services industry required.
• Relevant tertiary education or courses.
• Financial Services Industry.
• Understanding of FAIS and FICA legislation.
• 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.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research and interpret.
• Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being... More Detail