Our Client in the Financial Services Industry is seeking to employ a Financial Planning Partner Assistant to their team based in Menlyn Pretoria. This is a 12 - Month Fixed Term Contract Awesome career opportunity!
Requirements:
2–3 years’ experience in the financial services industry advantageous.
Relevant tertiary qualification or financial services related courses advantageous.
Financial services industry knowledge.
Understanding of FAIS and FICA legislation.
Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.
Xplan experience.
Good verbal and written communications skills.
High energy individual who is customer centric and relationship orientated.
Methodical, accurate and have meticulous attention to detail.