Financial Planning Partner Assistant

Responsibilities:Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s)Liaison between Financial Planner Partner and product providers (PPs)Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planning Partner(s)FICA and AML capture and checking on client onboard processMonitoring the submission of intermediary appointment notes to ensure clients successfully transfer to the license group and that ongoing fees are received from the relevant PPsMonitoring the underwriting and acceptance of new business transactionsArranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeouslyProviding an ongoing service and maintenance support function to the Financial Planning Partner and his / her clientsManage commission suspense accounts aligned to compliant new business lodgmentEscalate with PPs regarding commissions / fees due to the Financial Planning PartnerAssistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applicationsPreparation of client portfolios using Astute and / or product provider information. Ensuring Xplan Policy Schedules are up to date and accurateAssist with the organization of client events in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.Assisting Financial Planning Partners at client events RequirementsComputer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint, and XplanHigh energy individual who is customer centric and relationship orientatedMethodical, accurate and have meticulous attention to detailOrganizational skills, ability to prioritize, plan and manage projectsCritical thinking: ability to strategize, research and interpretProblem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clientsTime management: ability to manage time and tasks to ensure deadlines are metAssertiveness, proactive, resourceful and resilient under pressure Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.