Job Description
Our client in the Financial Services industry is currently looking to employ a Financial Planning Partner Assistant, based in Port Elizabeth.
A wonderful career opportunity awaits you. Duties & Responsibilities
Requirements: Financial Services Industry. Understanding of FAIS and FICA legislation. 2-3 years in the financial services industry required. Relevant tertiary education or courses. Computer skills: Microsoft Office (Excel, Word, Outlook essential); Share Point. Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexi...