Financial Planning Support Specialist

Merand Recruitment is looking for a Financial Planning Partner Assistant in South Africa to support Financial Planning Partners. The role involves managing administrative processes, enhancing client relationships, and ensuring operational efficiency in the financial planning practice.

The ideal candidate should have 2-3 years of experience in the financial sector, strong organizational skills, and a client-focused mindset. Proficiency in Microsoft Office and CRM systems is necessary, along with a relevant qualification.