currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape flow and performance calculations and projections; Pre-retirement planning calculations; Attendance and different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape flow and performance calculations and projections; Pre-retirement planning calculations; Attendance and different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity Portfolio Managers and CRMs Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates 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.
career opportunity awaits you Requirements: High school qualification or equivalent. 1-2 years of sales
career opportunity awaits you Requirements: High school qualification or equivalent. 1-2 years of sales
ALL of the following boxes are invited to apply: School Gr 12 Maths & Science. Tertiary qualifications
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates 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.
Computer builds (standard company build policies). Assistance with office setup and IT configurability in all calls logged and determine patterns to pro-actively assist with future support. Use IT Management information Company Development Personal and Team Competencies Assist with finance and lease procurement, including acquiring agreements, etc. Assist with office procurement, logistics, IT, phone, network procurement, etc. Assist with refurbishment refurbishment of offices in line with budget. Assist with management of all 3rd parties, compare quotes
related receipt documents. Assist with Stock control and stock forecasting. Assist with month end Stock counts Company requirements. Assist with reporting and managing Product Non-Conformances. Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage product portfolio. Office Support and Communication: Assist with procurement of consumable / office items for
related receipt documents. Assist with Stock control and stock forecasting. Assist with month end Stock counts Company requirements. Assist with reporting and managing Product Non-Conformances. Assist with quality and requirements in accordance with Company needs. Assist with various administrative tasks regarding product store has the required COA and or MSDS sheets. Assist with arranging of tests on various products. Manage product portfolio. Office Support and Communication: Assist with procurement of consumable / office items for