Financial Planner Assistant
Montana Resourcing
- R10,000 - R15,000 per month
- Permanent Junior position
-
Vincent
- Posted 24 Apr 2024 by Montana Resourcing
- Expires in 20 days
-
Job 2564413 - Ref ADX_AFPP (EL)
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
Qualifications and Experience
- Qualification in investments/financial planning/business management (BCom Financial Planning or PGD in Financial Planning)
- 1 to 2 years working in administration or support within an advice-led company
We are not looking for a Financial Advisor. We are looking for a person who has been in a support role in financial planning since completing his/her degree, and would like to stay in a support role.
Desired Skills:
- 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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