Job Description

  • Leading organisation within the “financial services and wealth management” industry requires an experienced Personal Assistant for the Benoni branch.  You will provide support to the Financial Planning Partner by providing high level service to clients.

Duties and Responsibilities 

  • Take full responsibility for the implementation of administrative processes and controls in the practice (including all transactions, queries, reporting etc)
  • Liaison between Financial Planner Partner and product providers
  • Attend to complaints and follow the resolution process
  • Preparation of all review packs / documents for Partner to engage with clients as agreed per client relationship mandate
  • Prepare all documentations and requesting comparative quotations from the various product providers
  • Manage all Client Records
  • Capturing of client demographic data
  • Ongoing maintenance of client data on client management tool to ensure data integrity at all times
  • Collation of all client related information and preparation of documentation for engagement between Financial Planning Partner and client
  • Preparation of client portfolio’s using Astute and / or product provider information
  • Providing an ongoing service and maintenance support function to the Financial Planning Partner and his / her clients
  • Ensure proper record keeping in line with business rules and where relevant, legislation


  • Matric essential
  • Qualification in investments / financial planning / business management or similar, would be an advantage
  • Minimum of 2-4 years experience in a client services role within the financial services / wealth management industry is essential
  • Computer literacy: Microsoft Office
  • Excellent verbal and written communications skills
  • Customer centricity – passionate about client service
  • Knowledge of the Financial Services Industry
  • FAIS and FICA knowledge required
  • Take responsibility for overseeing the administrative and  operations function around client service for the Financial
  • Planning Partner
  • Liaise between clients, management and head office