Financial Planner Assistant
Montana Resourcing
- R Undisclosed
- Permanent Junior position
-
Gillits
- Posted 07 Apr 2024 by Montana Resourcing
-
Job 2560254 - Ref ADX_AFPP (KZN)
About the position
Purpose of role:
The Partner Assistant is required to support the Financial Planning Partner(s) in providing high levels of client services to our clients, as well as to the Region as a whole. The incumbent takes responsibility for overseeing the administrative, operations and client services support to the Financial Planning Partner and is the liaison person between the practice and the regional office / head office.
Knowledge
- Knowledge of the Financial Services Industry
- FAIS and FICA knowledge
Competencies
- Computer literacy: Microsoft Office, Spotlight would be an advantage
- Excellent verbal and written communications skills
- Customer centricity - passionate about client service
- Excellent organising and planning ability
- Problem-solving skills
- Deadline driven
- Relationship management skills
- Assertiveness
- Proactive & resourceful
- Resilient under pressure
- Ability to multi-task
- Methodical, accurate and detail conscious
- Maintains confidentiality
Qualifications and Experience
- Qualification in investments/financial planning/business management would be an advantage
- 1 to 2 years working in administration or support within a financial service advice-led company
Desired Skills:
- financial planning
- XPlan
- financial planning administration
- FAIS Knowledge
- FICA knowledge
Desired Work Experience:
Desired Qualification Level:
Montana Resourcing
About the agency
Montana Resourcing is an executive search firm that is hired by an impressive portfolio of clients to isolate and recruit excellent skills in the market.
As permanent recruiters in the Supply Chain and Logistics, information technology, engineering and financial services industries, we help clients and candidates be more successful by forming close supplier partnerships to achieve and maintain human capital excellence.
With integrity, confidentiality, a deep understanding of our clients business drivers, and a shared vision of excellence, we assure our clients and candidates of reliable and value added service delivery. We are a company known to form true and trusted relationships with our remarkable portfolio of clients. Excellence, reliability and integrity are at the core of these relationships. As an owner lead and managed company, each of our Directors have over 30 years of recruitment experience and we take personal responsibility for every step in the recruitment process.
Montana Resourcing ~ We find talent, not employees. We offer opportunities, not jobs!
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