Financial Planning Partner Assistant
Adzuna
Mdantsane, Buffalo City · South Africa
- Level
- Junior
- On site or Remote
- On-site
- Posted
- 1h ago
About this role
KEY RESPONSIBILITIESClient ServicesProvide professional and efficient client service on behalf of the Financial Planning Partner.Act as a primary point of contact for clients and ensure client requirements are followed up and resolved.Implement and maintain administrative processes and controls within the financial planning practice.Liaise with product providers regarding client transactions and requirements.Assist with formal complaint resolution processes where required.Ensure client service …
This is a summary. The employer's full description, including requirements and benefits, is on their own listing.
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Posted 22 September 2026 · Expires 22 October 2026