TRAFFIC
KwaZulu-Natal
Financial Planning Partner Assistant - Client & Admin Support
University of Fort Hare
Job Description
A financial services organization is seeking a Financial Planning Partner Assistant in KwaZulu-Natal. This role involves providing administrative and operational support to Financial Planning Partners, including client onboarding and documentation preparation. Candidates should have 2-3 years of experience in the financial services industry, familiarity with FICA and AML processes, and strong skills in Microsoft Office. The position offers a fixed-term contract with a focus on client service and effective support delivery.
About This Role
Career insights for Financial Managers positions
Salary Benchmark
R53,588/month
R39,825 to
R73,560/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Critical Thinking
Reading Comprehension
Speaking
Monitoring
Common Technologies
Microsoft Dynamics 365
Oracle PeopleSoft Cloud
SAP S/4HANA
Microsoft PowerPoint 365
Microsoft SQL Server 2022
Oracle Database 23c
SQL
Alteryx Analytics Cloud
Related Career Paths
Financial Managers Insights
Median Salary (ZAR)
R53,588/month
Job Outlook
This career will grow rapidly in the next few years.