Financial Planning Partner Assistant (12-month Fixed-term Contract)

Requirements

23 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 as well as AI tools and social media. Xplan experience. Good verbal and written communications skills. High energy individual who is customer centric and relationship ori…