TRAFFIC KwaZulu-Natal

Financial Planning Assistant - Client Services (12mo)

Headhunters

Job Description

A financial services company in KwaZulu-Natal is looking for a Financial Planning Partner Assistant for a 12-month contract. This role involves acting as the main client contact, supporting portfolio managers with tasks, and handling various administrative responsibilities. Ideal candidates should have 2-3 years of experience in financial services and knowledge of FAIS and FICA legislation. Proficiency in Microsoft Office and financial planning tools is advantageous. Join a dynamic team to enhance client relations and streamline operational processes.

About This Role

Career insights for Financial and Investment Analysts positions

Salary Benchmark
R49,463/month
R36,104 to R62,594/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Common Technologies
IBM SPSS Statistics SAS Viya Stata Google Docs Microsoft OneNote Microsoft Word Embarcadero Delphi Moody's Analytics RiskCalc

Job Overview

Date Posted
10 Apr 2026
Location
KwaZulu-Natal, South Africa

Financial and Investment Analysts Insights

Median Salary (ZAR)
R49,463/month
Job Outlook
This career will grow rapidly in the next few years.

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