Financial Planning Partner Assistant (12-month Fixed-term contract)

Requirements: 2-3 years in the financial services industry will be advantageous. Relevant tertiary education or courses. Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Xplan experience. Responsibilities, but not limited to: Client Services Implementation of the client services experience, as defined by the Head of Operations. (Reference: Client Management Plan) Take full responsibility for …