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Financial Planning Jobs in East London, Eastern Cape

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Financial Planning Partner Assistant

 HeadhuntersEast London

industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission


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Financial Planning Partner Assistant

East London  Monthly

administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s).

  • Adhere to the culture preparation of documentation for engagement between Financial Planning Partner and client.
  • FICA and AML service and maintenance support function to the Financial Planning Partner and his / her clients.
  • Check PPs regarding commissions / fees due to the Financial Planning Partner.


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    Paraplanner

    East London  Monthly

    essential.

  • Exposure to financial planning is essential.
  • Understanding of tools and CRMs.
    1. Financial Planning preparation and Client Reviews: Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can Consultant to assist your Financial Planning Partner in the financial planning process and proposition >
    2. Align with the Financial Planning Partner to ensure that the financial plan is integrated with the


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    Financial Partner East London

     HeadhuntersEast London

    industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission


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    Paraplanner East London

     HeadhuntersEast London

    education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA data in the various advice tools and CRM's. Financial Planning preparation and Client Reviews: XPlan Wealth Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development Manager can Consultant to assist your Financial Planning Partner in the financial planning process and proposition Managers: Align with the Financial Planning Partner to ensure that the financial plan is integrated with the


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    Junior Accountant Beacon Bay, South Africa

     Staff UnlimitedSouth Africa

    Description Our client is looking for an experienced Junior / Management Accountant to analyse financial information and assist with implementing effective strategies to enhance the property portfolios overall business performance. Position based in East London. The successful candidate will have ac


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    Junior Accountant

     Staff UnlimitedSouth Africa

    Description Our client is looking for an experienced Junior / Management Accountant to analyse financial information and assist with implementing effective strategies to enhance the property portfolios overall business performance. Position based in East London. The successful candidate will have ac


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    Production Manager

    East London  Market related

    Financial and People Management