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Financial Planning Partner Assistant â?? Somerset

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Requirements: 2-3 years in the financial services industry will be advantageous.Relevant tertiary education or courses.Financial Services Industry.Understanding of FAIS and FICA legislation.Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint.Xplan experience.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.Ability to collaborate with others.Critical thinking: ability to strategize, research and interpret.Assertiveness, proactive and resourceful. Responsibilities and expectations but not limited to:Client Services:Implementation of the client services experience, as defined by the Head of Operations.Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.).Liaison between Financial Planner Partner and product providers (PPs).Equipped to follow the formal complaint resolution process.Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s).Adhere to the culture and principles of Treating Customer Fairly.Operations:Collate client information (data discovery and fact find) and prepare documentation for engagements between the Financial Planning Partner and client.Capture and verify FICA and AML requirements during client onboarding.heck transition documentation for completeness and accuracy, aligned to client file checklists and lodgment rules.Administer client transfers and new business transactions.Submit intermediary appointment notes to relevant PPs and monitor to ensure successful client transfer to the license group and receipt of ongoing fees.Capture and verify new business documentation for completeness and accuracy in line with lodgment rules.Submit new business applications and supporting documents to relevant PPs.Monitor underwriting and acceptance of new business transactions.Arrange client medicals where required and follow up on outstanding requirements to ensure timely confirmation of new business by relevant PPs.Provide ongoing service and maintenance support to the Financial Planning Partner and clients.Check commission statements from CommPay and PPs; manage commission suspense accounts in line with compliant new business lodgment.Escalate with PPs https://www.jobplacements.com/Jobs/F/Financial-Planning-Partner-Assistant--Somerset--1189189-Job-Search-05-27-2025-04-38-49-AM.asp?sid=gumtree

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Somerset West

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Join Our Journey of Discovery â?? Project Manager Wanted! Â Do you thrive on bringing visions to life? Were searching for a highly motivated and experienced Project Manager to lead exciting projects across our diverse property portfolio.Â Our client is a dynamic company driven by a spirit of discovery, inspired by those who historically marked uncharted territories with symbols of exploration. The company is committed to tackling impactful challenges, with a focus on growing its residential property portfolio, establishing and protecting conservation and heritage spaces in the Durbanville area, and redefining sustainable urban development.Â What Youâ??ll Do: Plan, execute, and oversee property renovation, upgrade, and development projects Manage project timelines, budgets, and resources to ensure successful delivery Coordinate with contractors, suppliers, and internal teams for seamless execution Ensure compliance with regulations and sustainability best practices Identify and mitigate risks to keep projects on track What Youâ??ll Bring: A proven track record in successful project management Strong leadership and problem-solving skills Excellent organisational and time-management abilities A passion for conservation, sustainability, and innovative property development Relevant experience in property development, construction, or a related field Qualifications: Bachelors degree in project management, construction management, or a related Project Management Professional (PMP) certification preferred. 3+ years of experience in project management, preferably in the real estate or construction industry. Strong knowledge of project management methodologies and tools. Excellent communication, organizational, and problem-solving skills. If youre ready to take on exciting challenges and play a key role in shaping sustainable urban spaces, this is the perfect opportunity for you!Â We offer many benefits, including a competitive salary, medical aid, provident fund, company laptop, and 23.5 leave days per year. If you are interested in joining this fast-growing, passionate team, email your CV to craig@personastaff.co.za Â Persona Staff (PTY) Ltd. is POPIA (Protection of Personal Information Act, 2013) compliant. SECTOR: Property https://www.placementpartner.co.za/wi/application_form.php?id=personastaff&VacRef=CPT005256/CS&source=gumtree

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"discovery 3" in Western Cape

discovery 3 in Western Cape (91 results)

Results for discovery 3 in "discovery 3" in Western Cape in Western Cape