Overview
Wealth Planning Assistant – Client Servicing & Admin Jobs in Pretoria, South Africa at University of Fort Hare
A well-established financial services company in Menlyn is seeking a Financial Planning Partner Assistant. This role is crucial in providing client servicing, compliance processes, and financial planning support. Responsibilities include administrative support, processing investment transactions, and maintaining client records. The ideal candidate has 2–3 years of experience in financial services, familiarity with Xplan, and strong attention to detail. This is an office-based role with weekdays from 08:00 to 17:00, requiring daily commute to Menlyn.
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Title: Wealth Planning Assistant – Client Servicing & Admin
Company: University of Fort Hare
Location: Pretoria, South Africa
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