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Job Summary
Key Responsibilities
- Provide day-to-day administrative and operational support to the Financial Planning Partner.
- Serve as the primary point of contact for clients, ensuring a professional and efficient client experience.
- Prepare documentation and information required for client meetings and financial planning engagements.
- Process new business applications, policy amendments and client transactions.
- Manage client onboarding, including FICA and AML documentation.
- Liaise with product providers regarding new business, transfers, underwriting requirements and commission queries.
- Monitor applications through to completion and ensure all outstanding requirements are followed up.
- Maintain accurate client records and documentation on the CRM system.
- Prepare reports and documentation for client review meetings.
- Coordinate diaries, appointments and client communications.
- Assist with the planning and administration of client events and practice-related activities.
- Provide general office administration and support where required.
- Relevant tertiary qualification or financial services-related studies.
- Previous experience (2–3 years preferred) within the financial services industry.
- Experience supporting a Financial Planner, Wealth Manager or Financial Adviser will be highly advantageous.
- Sound understanding of financial products and financial planning administration.
- Knowledge of FAIS and FICA requirements.
- Experience processing new business and servicing existing clients.
- Strong administrative and organisational skills with excellent attention to detail.
- Ability to work accurately under pressure while managing multiple priorities.
- A professional, client-centric approach with excellent communication skills.
- Experience working on Xplan will be a distinct advantage.
We're looking for someone who enjoys building relationships, takes ownership of their work and thrives in a fast-paced environment. You should be proactive, highly organised and genuinely passionate about delivering exceptional client service. The successful candidate will be a team player who enjoys supporting others while maintaining the highest levels of professionalism, accuracy and confidentiality.
**Please read the minimum requirements carefully before applying. Only candidates who meet the essential criteria will be considered. **
Merand Corbett & Associates
Recruiter
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