Location
cape town
Job Type
Full-time
Posted
July 16, 2026
Job Description
Banking / Finance / Investment / Insurance / Stockbroking
finance
South Africa - Western Cape , Cape Town - South (Mowbray - Tokai)
Our client, a well-established financial services provider, is seeking an experienced Financial Planning Partner Assistant to join their team based in Constantia.
Key Responsibilities
- Provide administrative and operational support to Financial Planning Partners.
- Act as the primary point of contact for clients, ensuring exceptional service.
- Prepare client documentation and maintain accurate client records.
- Process new business applications and manage client onboarding.
- Perform FICA and AML administration.
- Liaise with product providers regarding client transactions and queries.
- Monitor new business, policy transfers, and commission payments.
- Maintain accurate client information on Xplan.
- Prepare documenta...
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