💼 Full-Time Position

Financial Planning Partner Assistant

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Merand Corbett & Associates
📍 durban, ethekwini metropolitan municipality, South-Africa
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Location
durban, South-Africa
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Posted
June 26, 2026
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Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description


SUMMARY:

Our client is seeking a professional and highly organised Partner Assistant to support the Financial Planning Partner(s) in delivering exceptional client service and operational excellence.
The successful candidate will form part of a collaborative regional team and will work closely with Assistants, Portfolio Managers, and Head Office support functions.
This role is responsible for managing the administrative, operational, and client servicing functions within the practice, while acting as a key liaison between the Financial Planning Partner(s), clients, product providers, and the regional office.

POSITION INFO:
Key Responsibilities:
Client Services & Administration
  • Provide professional administrative and client service support to Financial Planning Partner(s)
  • Act as the primary point of contact for clients and assist with client queries and requests
  • Implement and maintain a...