Wealth Planning Assistant — Client-Focused Operations

Fouche & Co Recruitment is seeking a Financial Planning Partner Assistant to provide critical administrative, operational, and client services support to Financial Planning Partners at the Constantia office in the Western Cape. The role ensures seamless business operations between the practice, product providers, and regional offices.

Key duties include managing client queries, handling onboarding, performing FICA/AML checks, and using Xplan to maintain client data and tasks.