Financial planning partner assistant – menlyn

Our Client in the Financial Services Industry is seeking to employ a Financial Planning Partner Assistant to their team based in Menlyn Pretoria.

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); Share Point. 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 work ethic. Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical thinking: ability to strategize, research and interpret. Assertiveness, proactive and resourceful. Responsibilities Client Ser...