Position Overview
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:
- 2β3 yearsβ 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...