Financial Planning Partner Assistant – Westville KZN

Description

Our Client in the Financial Services Industry is seeking to employ a Financial Planning Partner Assistant to their team based in Westville KwaZulu-Natal.

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...