💼 Full-Time Position

Financial Planning Partner Assistant – Westville KZN

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Headhunters
📍 South Africa, KwaZulu-Natal, South Africa
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Location
South Africa, South Africa
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Posted
June 20, 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

Description



Our Client in the Financial Services Industry is seeking to employ a Financial Planning Partner Assistant to their team based in Westville KwaZulu-Natal.


Requirements:



  • 2–3 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 orientated.

  • Methodical, accurate and have...