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Financial Planning Partner Assistant (Contract)

Headhunters · Pretoria, Gauteng, South Africa

Location
Pretoria
Job Type
Full-time
Posted
July 05, 2026

Job Description

Our Client in the Financial Services Industry is seeking to employ a Financial Planning Partner Assistant to their team based in Menlyn Pretoria.
This is a 12 - Month Fixed Term Contract
Awesome career opportunity!

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.

  • Xplan experience.

  • 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 w...

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