PA to the Broker (JHB/CT/DBN)
Financial Planning Partner Assistant (12-Month Fixed-Term Contract to be renewed)
Location: George (WC) Constantia (CT) Menlyn (JHB) – all roles are on site.
Remuneration: R15 000 – R30 000 depending on experience and qualifications.
Join a leading financial services practice and play a vital role in delivering exceptional client service and operational support to a team of Financial Planners.
This is an exciting opportunity for a highly organised, client-focused professional who enjoys building relationships, coordinating complex administrative processes, and ensuring a seamless client experience. Working closely with Financial Planning Partners, you will provide end-to-end administrative, operational, and client service support while acting as a key liaison between clients, product providers, and the wider business.
Key Responsibilities
- Manage and coordinate all client service and administrative activities within the financial planning practice.
- Serve as the primary point of contact for clients, ensuring a professional and responsive service experience.
- Prepare client documentation, fact finds, and onboarding paperwork, including FICA and AML compliance requirements.
- Process new business applications, client transfers, and ongoing policy administration.
- Liaise with product providers regarding applications, underwriting, commissions, and client-related queries.
- Maintain accurate client records, reports, and portfolio information on CRM and financial planning systems.
- Support client review meetings through the preparation of portfolio reports and review documentation.
- Assist with client events, office administration, diary management, and general operational support.
- Monitor service standards and assist in achieving operational and performance objectives.
Requirements
- 2-3 years’ experience with investments / wealth administration (ideally having worked as a PA to a Broker)
- RE5 and any wealth / long term insurance / investment qualifications will be highly beneficial
- Understanding of financial services regulations, including FAIS and FICA.
- Strong Microsoft Office skills, particularly Excel, Word, and Outlook.
- Experience with CRM and financial planning systems is preferred (Xplan)
- Excellent communication and relationship-building skills.
- Strong organisational abilities with exceptional attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
Ideal Candidate
We are looking for someone who is proactive, professional, highly organised, and passionate about delivering outstanding client service. You will thrive in a collaborative environment, take ownership of your responsibilities, and enjoy supporting financial professionals in helping clients achieve their financial goals.
Why Apply?
This role offers the opportunity to gain valuable experience within a respected financial services environment, work alongside experienced industry professionals, and make a meaningful contribution to client success. If you enjoy building strong relationships, delivering exceptional service, and working in a dynamic team, we’d love to hear from you.
Apply to nicky@proappoint.co.za
