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Financial Planning Partner Assistant (Contract)

Company

Headhunters

Location

Pretoria, South Africa

Type

Full Time

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, accurat...

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