Senior Service Consultant (Senior Assistant Planner)

SUMMARY:
Leading independent financial advisory practice in Bedfordview, Johannesburg is seeking a Senior Service Consultant to act as senior support to Advisors and Paraplanners. This is a specialist role for an experienced planner who can oversee complex implementation, client servicing and compliance while ensuring exceptional client experience.

POSITION INFO:
Responsibilities: Support Advisors/Paraplanners with preparation and implementation of financial plans Quality-check ROAs, suitability reports and client documentation Manage complex investment, retirement and insurance instructions and new business Ensure FAIS, FICA, POPIA, TCF compliance and audit-ready files Senior point of contact for clients and product providers Mentor junior support staff and assist with workflow improvements Requirements: Qualification in Financial Planning / Wealth / Commerce / Business Admin RE5 completed + FAIS, FICA, POPIA, TCF knowledge essential 5-8 years' experience supporting Financial Advisors in wealth / investment admin Strong knowledge of investment platforms, retirement and long-term insurance CFP studies / PG Dip Financial Planning advantageous