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Financial Planning Partner Assistant

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Durban, KwaZulu-Natal · On-site · Contract · Posted 22 Oct 2026

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Role summary

KEY RESPONSIBILITIESClient Services & AdministrationProvide professional client service and act as a key contact for clients.Prepare client documentation and assist with financial planning meetings and reviews.Manage client onboarding, FICA/AML documentation and compliance requirements.Process new…

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CRMExcelAIiOSUI
LOCATION
Durban, KwaZulu-Natal
WORK MODE
On-site
JOB TYPE
Contract
POSTED
22 Oct 2026
CLOSING
20 Nov 2026

Source: Job Mail Public Jobs

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