Personal Assistant

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Personal Assistant

Independent FAIS-Licensed Financial Planning Practice

• Walmer, Gqeberha (Port Elizabeth)
• Permanent
• Wealth Administration
• Junior
• Ref ACG-WA-009

Position Personal Assistant

Company Independent FAIS-Licensed Financial Planning Practice

Location Walmer, Gqeberha (Port Elizabeth), Eastern Cape

Region Eastern Cape

Employment type Permanent

Position level Junior

Work model Office-based

Reporting line Financial Planner

Remuneration R10,000 – R12,000 per month, negotiable on experience

Reference ACG-WA-009

Date posted 22 September 2026

Role overview

The client is an independent, FAIS-licensed financial advisory practice based in Walmer, Gqeberha, advising private clients on their financial planning.

The Personal Assistant keeps the practice running day to day: managing the planner’s diary, preparing client documentation, coordinating meetings and handling general administration, so that the planner spends more time with clients and less time on process. It is a visible role with direct client contact, suited to someone organised enough to run the detail without being asked twice.

This is an office-based position with no remote or hybrid option.

Key responsibilities

• Assist with the preparation and follow-up of client review meetings.
• Manage day-to-day client communication and engagement, including calls, email and meeting correspondence.
• Send meeting reminders and assist with meeting preparation.
• Manage the planner’s diary and scheduling.
• Handle general and basic office administration.
• Prepare client documents and client packs ahead of meetings.
• Draft meeting agendas, forms, quotations and proposals.
• Manage tasks and workflow on Asana.
• Liaise with marketing where required.
• Use AI tools to assist with administration and document preparation.

Minimum Requirements

• Strong, fluent Microsoft Word and Excel skills.
• Fluency in English and Afrikaans, written and spoken.
• Highly organised, with strong attention to detail.
• Professional and personable, and comfortable working independently.
• Good written and verbal communication skills.

Preferred Qualifications

• Previous experience supporting a financial planner, adviser or professional services office.
• Prior use of Asana or a similar task-management tool.
• Comfort using AI tools such as ChatGPT or Copilot for drafting and administrative support.

Skills and competencies

• Accurate document and client-pack preparation.
• Confident diary and workflow management across competing priorities.
• Clear, professional client communication in both English and Afrikaans.
• Practical use of task-management and AI tools to keep work moving.

Personal attributes

Someone dependable and quietly efficient, who notices the detail that has been missed and fixes it before it reaches the client. The practice needs a professional and personable presence on the phone and in the office, and someone who is comfortable taking ownership of the administration without close supervision.

Remuneration and working arrangements

R10,000 to R12,000 per month, negotiable on experience. Office-based in Walmer, Gqeberha, Monday to Friday, 08:00 to 17:00. Permanent, full-time appointment.

Systems exposure

• Asana
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook

Apply for this vacancy

Personal Assistant

• ACG-WA-009
• Walmer, Gqeberha (Port Elizabeth), Eastern Cape Vacancy

Position

Personal Assistant

Reference

ACG-WA-009

Location

Walmer, Gqeberha (Port Elizabeth), Eastern Cape

Category

Wealth Management Administration

Your details

First name *

Surname *

Mobile number *

Email address *

Residential area *

Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNational

Current position

Current job title *

Current employer *

Years of relevant experience *

Notice period *

Current remuneration *

Expected remuneration *

Qualifications And Regulatory Status

RE5 status Select if relevant Completed In progress Not yet written Not applicable

Highest financial-services qualification *

CFP status Select if relevant CFP certified Working toward CFP Postgraduate Diploma completed Not applicable

Right to work in South Africa * Select an option South African citizen Permanent resident Valid work permit No current right to work

Product-provider exposure

Systems exposure

Supporting documents

CV upload * PDF or Word, up to 10 MB.

Supporting Documents Qualifications, RE5 Certificate, CPD Records.

LinkedIn profile

Short motivation *

Consent

The three confirmations below are required to process your application.

Required I have read and accept the Candidate Consent Notice.

Required I have read and accept the POPIA Notice.

Required I give ACG Growth Partners permission to process my personal information for the purposes of this application.

Optional, and not needed to apply.

Optional I would like ACG Growth Partners to contact me about other suitable opportunities. I understand I may withdraw this at any time.

By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.

Leave this field empty

Reference ACG-WA-009. Your application is treated confidentially and reaches an ACG consultant directly.

At a glance

• CategoryWealth Administration
• LevelJunior
• TypePermanent
• RegionEastern Cape
• ReferenceACG-WA-009
• Practice Administration
• Client Service

Job specification

View the full specification, formatted and issued by ACG Growth Partners.

View job specification

Position Personal Assistant

Company Independent FAIS-Licensed Financial Planning Practice

Location Walmer, Gqeberha (Port Elizabeth), Eastern Cape

Region Eastern Cape

Employment type Permanent

Position level Junior

Work model Office-based

Reporting line Financial Planner

Remuneration R10,000 – R12,000 per month, negotiable on experience

Reference ACG-WA-009

Date posted 22 September 2026

Role overview

The client is an independent, FAIS-licensed financial advisory practice based in Walmer, Gqeberha, advising private clients on their financial planning.

The Personal Assistant keeps the practice running day to day: managing the planner’s diary, preparing client documentation, coordinating meetings and handling general administration, so that the planner spends more time with clients and less time on process. It is a visible role with direct client contact, suited to someone organised enough to run the detail without being asked twice.

This is an office-based position with no remote or hybrid option.

Key responsibilities

• Assist with the preparation and follow-up of client review meetings.
• Manage day-to-day client communication and engagement, including calls, email and meeting correspondence.
• Send meeting reminders and assist with meeting preparation.
• Manage the planner’s diary and scheduling.
• Handle general and basic office administration.
• Prepare client documents and client packs ahead of meetings.
• Draft meeting agendas, forms, quotations and proposals.
• Manage tasks and workflow on Asana.
• Liaise with marketing where required.
• Use AI tools to assist with administration and document preparation.

Minimum Requirements

• Strong, fluent Microsoft Word and Excel skills.
• Fluency in English and Afrikaans, written and spoken.
• Highly organised, with strong attention to detail.
• Professional and personable, and comfortable working independently.
• Good written and verbal communication skills.

Preferred Qualifications

• Previous experience supporting a financial planner, adviser or professional services office.
• Prior use of Asana or a similar task-management tool.
• Comfort using AI tools such as ChatGPT or Copilot for drafting and administrative support.

Skills and competencies

• Accurate document and client-pack preparation.
• Confident diary and workflow management across competing priorities.
• Clear, professional client communication in both English and Afrikaans.
• Practical use of task-management and AI tools to keep work moving.

Personal attributes

Someone dependable and quietly efficient, who notices the detail that has been missed and fixes it before it reaches the client. The practice needs a professional and personable presence on the phone and in the office, and someone who is comfortable taking ownership of the administration without close supervision.

Remuneration and working arrangements

R10,000 to R12,000 per month, negotiable on experience. Office-based in Walmer, Gqeberha, Monday to Friday, 08:00 to 17:00. Permanent, full-time appointment.

Systems exposure

• Asana
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook

Apply for this vacancy

Personal Assistant

• ACG-WA-009
• Walmer, Gqeberha (Port Elizabeth), Eastern Cape Vacancy

Position

Personal Assistant

Reference

ACG-WA-009

Location

Walmer, Gqeberha (Port Elizabeth), Eastern Cape

Category

Wealth Management Administration

Your details

First name *

Surname *

Mobile number *

Email address *

Residential area *

Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNational

Current position

Current job title *

Current employer *

Years of relevant experience *

Notice period *

Current remuneration *

Expected remuneration *

Supporting Documents Qualifications, RE5 Certificate, CPD Records.

LinkedIn profile

Short motivation *

Consent

The three confirmations below are required to process your application.

Required I have read and accept the Candidate Consent Notice.

Required I have read and accept the POPIA Notice.

Required I give ACG Growth Partners permission to process my personal information for the purposes of this application.

Optional, and not needed to apply.

Optional I would like ACG Growth Partners to contact me about other suitable opportunities. I understand I may withdraw this at any time.

By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.

Leave this field empty

Reference ACG-WA-009. Your application is treated confidentially and reaches an ACG consultant directly.

At a glance

• CategoryWealth Administration
• LevelJunior
• TypePermanent
• RegionEastern Cape
• ReferenceACG-WA-009
• Practice Administration
• Client Service

Job specification

View the full specification, formatted and issued by ACG Growth Partners.

View job specification

Position Personal Assistant

Company Independent FAIS-Licensed Financial Planning Practice

Location Walmer, Gqeberha (Port Elizabeth), Eastern Cape

Region Eastern Cape

Employment type Permanent

Position level Junior

Work model Office-based

Reporting line Financial Planner

Remuneration R10,000 – R12,000 per month, negotiable on experience

Reference ACG-WA-009

Date posted 22 September 2026

Role overview

The client is an independent, FAIS-licensed financial advisory practice based in Walmer, Gqeberha, advising private clients on their financial planning.

The Personal Assistant keeps the practice running day to day: managing the planner’s diary, preparing client documentation, coordinating meetings and handling general administration, so that the planner spends more time with clients and less time on process. It is a visible role with direct client contact, suited to someone organised enough to run the detail without being asked twice.

This is an office-based position with no remote or hybrid option.

Key responsibilities

• Assist with the preparation and follow-up of client review meetings.
• Manage day-to-day client communication and engagement, including calls, email and meeting correspondence.
• Send meeting reminders and assist with meeting preparation.
• Manage the planner’s diary and scheduling.
• Handle general and basic office administration.
• Prepare client documents and client packs ahead of meetings.
• Draft meeting agendas, forms, quotations and proposals.
• Manage tasks and workflow on Asana.
• Liaise with marketing where required.
• Use AI tools to assist with administration and document preparation.

Minimum Requirements

• Strong, fluent Microsoft Word and Excel skills.
• Fluency in English and Afrikaans, written and spoken.
• Highly organised, with strong attention to detail.
• Professional and personable, and comfortable working independently.
• Good written and verbal communication skills.

Preferred Qualifications

• Previous experience supporting a financial planner, adviser or professional services office.
• Prior use of Asana or a similar task-management tool.
• Comfort using AI tools such as ChatGPT or Copilot for drafting and administrative support.

Skills and competencies

• Accurate document and client-pack preparation.
• Confident diary and workflow management across competing priorities.
• Clear, professional client communication in both English and Afrikaans.
• Practical use of task-management and AI tools to keep work moving.

Personal attributes

Someone dependable and quietly efficient, who notices the detail that has been missed and fixes it before it reaches the client. The practice needs a professional and personable presence on the phone and in the office, and someone who is comfortable taking ownership of the administration without close supervision.

Remuneration and working arrangements

R10,000 to R12,000 per month, negotiable on experience. Office-based in Walmer, Gqeberha, Monday to Friday, 08:00 to 17:00. Permanent, full-time appointment.

Systems exposure

• Asana
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook

Apply for this vacancy

Personal Assistant

• ACG-WA-009
• Walmer, Gqeberha (Port Elizabeth), Eastern Cape Vacancy

Position

Personal Assistant

Reference

ACG-WA-009

Location

Walmer, Gqeberha (Port Elizabeth), Eastern Cape

Category

Wealth Management Administration

Your details

First name *

Surname *

Mobile number *

Email address *

Residential area *

Province * Select a province GautengWestern CapeKwaZulu-NatalEastern CapeFree StateMpumalangaLimpopoNorth WestNorthern CapeRemote / HybridNational

Current position

Current job title *

Current employer *

Years of relevant experience *

Notice period *

Current remuneration *

Expected remuneration *

Supporting Documents Qualifications, RE5 Certificate, CPD Records.

LinkedIn profile

Short motivation *

Consent

The three confirmations below are required to process your application.

Required I have read and accept the Candidate Consent Notice.

Required I have read and accept the POPIA Notice.

Required I give ACG Growth Partners permission to process my personal information for the purposes of this application.

Optional, and not needed to apply.

Optional I would like ACG Growth Partners to contact me about other suitable opportunities. I understand I may withdraw this at any time.

By submitting this application, you acknowledge the ACG Candidate Consent Notice and the ACG Legal & Privacy Notice.

Leave this field empty

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