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- Implementation of the client services experience, as defined by the Head of Operations.
- Liaison between Financial Planner Partner and product providers (PPs).
- Equipped to follow the formal complaint resolution process.
- Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client.
- FICA and AML capture and checking on client onboard process.
- Checking of transition documentation to ensure completeness and accuracy in alignment to relevant client file checklist & lodgment rules.
- Administration relating to client transfer and new business transactions.
- Submission of intermediary appointment notes to relevant PPs.
- Monitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPs.
- Capture and checking of new business documentation to ensure completeness and accuracy in alignment to the lodgment rules.
- Submission of new business application(s), together with supporting documentation to relevant PPs.
- Monitoring the underwriting and acceptance of new business transactions.
- Preparation of client portfolios using Astute and / or product provider information.
- Ensuring XPlan Policy Schedules are up to date and accurate.
- Data capture of client demographic data on client relationship management system XPlan.
- Client financial data capture (ASTUTE, PPs and manual).
- Assist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
- Function as a primary point of contact for clients thus strengthening client relationships.
- Support the general office management including reception, facilities, meeting room management, stationery, marketing material etc.
- Submit orders for stationery, business cards, marketing brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock.
- Financial Services Industry Understanding of FAIS and FICA legislation
- Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint Experience with XPlan
- Good verbal and written communications skills High energy individual who is customer centric and relationship orientated Methodical, accurate and have meticulous attention to detail
Partner Assistant - Kloof - Catch Recruit

Description
Purpose of Role
The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients.
Categories: Client Services, Operations, IT & Systems, Marketing Support, Office Management
Key Responsibilities:
Client Services
Operations
IT & Systems
Marketing Support
Office Management
Requirements
-
Financial Planning Partner Assistant KZN
PartnerUp (Pty) Ltd- Durban
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Hr Coordinator Kloof
Scribante Labour Consultants- Kloof
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hr coordinator
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Professional Services Consultant
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Marketing Manager I Pinetown
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Marketing Manager Pinetown
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Branch Administrator
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CMI Lead South Africa
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Data Team Lead
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Installation Support Administrator
Tracker South Africa- Durban
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Hr Business Partner Durban
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HR Business Partner
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Accountant Durban
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