Financial Planner Assistant - Eastern Cape, Port Elizabeth - Port Elizabeth
Montana Resourcing
Purpose of role: The Partner Assistant is required to support the Financial Planning Partner Team in providing high levels of client services to private clients, and some pension funds. Knowledge Knowledge of the Financial Services Industry FAIS and FICA knowledge Knowledge of Employee Benefits will be advantageous Competencies Computer literacy: Microsoft Office, XPlan, Astute preferable Excellent verbal and written communication skills Excellent organizing and planning ability Deadline driven Proactive & resourceful Resilient under pressure Ability to multi-task Methodical, accurate, and detail conscious Maintains confidentiality Qualifications and Experience Qualification in financial planning or a relevant tertiary degree 1 to 2 years working in administration or support within a financial service advice-led company Desired Skills: financial planning financial planning administration FAIS Knowledge FICA knowledge Desired Work Experience: 1 to 2 years Desired Qualification Level: Degree
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