Introduction We're Hiring! Financial Planning Partner Assistant (12-Month Contract) Based in Pretoria (Menlyn) 100% office-based | Monday–Friday, 08:00–17:00
Are you detail-driven, client-focused, and ready to grow your career in financial services? This is your chance to join a dynamic, high-performance environment supporting top Financial Planning professionals.
What you’ll do: Be the key link between clients, Financial Planners, and product providers Manage client onboarding, documentation, and transactions Work extensively on Xplan and financial systems Support client reviews, reporting, and portfolio administration Deliver exceptional client service and operational excellence
✅ What we’re looking for: 2–3 years’ experience in financial services Experience with Xplan (or similar financial planning systems) Strong admin, coordination, and attention to detail Knowledge of FAIS & FICA (advantageous)
Salary: R22 000 – R25 000 CTC per month (depending on experience)
Important: Please indicate in your application whether you are open to permanent opportunities going forward.
If you're proactive, organized, and passionate about delivering a premium client experience — we want to hear from you!
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