Financial Planning Partner Assistant

Merand Recruitment • Constantia, Western Cape • Posted July 09, 2026

Position Overview

Our client, a well-established and highly respected financial services company, is looking to appoint a Financial Planning Partner Assistant to provide administrative, operational and client support to a Financial Planning Partner.


This role is ideal for someone who enjoys working in a client-focused environment, has previous experience within the financial services industry and takes pride in delivering exceptional service while maintaining high levels of accuracy and professionalism.


Key Responsibilities



  • Provide day-to-day administrative and operational support to the Financial Planning Partner.

  • Serve as t...