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Planning Assistant
Headhunters
East London
looking to employ Planning Assistant based in East London. The Planning Assistant supports the needs of the analysis. Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores stores. Monitor workflow and assist where necessary. Please note should you not receive a response within
share this job on whatsappFinancial Planning Partner Assistant
HeadhuntersEast London
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
Planning Assistant East London
HeadhuntersEast London
looking to employ Planning Assistant based in East London. The Planning Assistant supports the needs of the analysis. Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores stores. Monitor workflow and assist where necessary. Please note should you not receive a response within
Financial Planning Partner Assistant
HeadhuntersHillcrest
looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect and practice attributes on NAV. Marketing Support Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction venues, RSVP management, event management etc. Assisting Financial Planning Partners at client events.
Commissions Administrator (financial Services) NEW
HeadhuntersSandton
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: understanding of the Financial Services Industry including basic product knowledge and related commission / fee payment validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on understanding of the Financial Services Industry including basic product knowledge and related commission / fee payment
Administrator Financial Services Sandton NEW
HeadhuntersSandton
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: understanding of the Financial Services Industry including basic product knowledge and related commission / fee payment validate and process withdrawals for clients daily. Assist with the opening of new accounts in line with business Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on understanding of the Financial Services Industry including basic product knowledge and related commission / fee payment
Accountant / Management Accountant (cima)
HeadhuntersQueenstown
anomalies, address errors, and prevent recurrence. Assist with Balance Sheet reconciliations and VAT reconciliations Forecasting, Budgeting, and Statutory Compliance: Assist in the preparation and review of yearly budgets Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls, including internal audit tasks. Maintain audit files and assist auditors during external audits, implementing corrective
Management Accountant Queenstown
HeadhuntersQueenstown
anomalies, address errors, and prevent recurrence. Assist with Balance Sheet reconciliations and VAT reconciliations Forecasting, Budgeting, and Statutory Compliance: Assist in the preparation and review of yearly budgets Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls, including internal audit tasks. Maintain audit files and assist auditors during external audits, implementing corrective
Paraplanner East London
HeadhuntersEast London
for reviews when relevant. Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning Performance Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager reporting, opportunities and Asset v Revenue reports to assist the Partner and identify opportunities in the client
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