industry is currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful ethic. Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
industry is currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful ethic. Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
consolidate performance ratings. Drive the succession planning. Facilitate employment equity target setting and assist with the compiling of training budget/plan. Plan, coordinate, and organise relevant training initiatives analysis and submission of the Workplace Skills Plan and the Annual Training Report for relevant SETA includes (but is not limited to) Skills Development Plans, Annual Training Reports, Learnerships. Drawing
consolidate performance ratings. Drive the succession planning. Facilitate employment equity target setting and assist with the compiling of training budget/plan. Plan, coordinate, and organise relevant training initiatives analysis and submission of the Workplace Skills Plan and the Annual Training Report for relevant SETA includes (but is not limited to) Skills Development Plans, Annual Training Reports, Learnerships. Drawing
financial planning support to clients Cultivate strong client relationships Prepare financial plans and check to prospective customer queries about financial planning Improve people's lives by making their financial legislative changes that may affect financial planning Communicate with clients to learn about their
financial planning support to clients Cultivate strong client relationships Prepare financial plans and check to prospective customer queries about financial planning Improve people's lives by making their financial legislative changes that may affect financial planning Communicate with clients to learn about their
and the management team structure and succession planning.
Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, set up appointments
Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, set up appointments