1st Line Support Jobs in South Africa
Financial Planning Partner Assistant
Headhunters
East London
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align file checklist(s)). Ensure proper record keeping in line with business rules and where relevant, legislation facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align file checklist(s)). Ensure proper record keeping in line with business rules and where relevant, legislation facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding
Paraplanner East London
HeadhuntersEast London
Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant process and proposition to clients. Operational support for Portfolio Managers and Client Relationship page and compliant. Ensure proper record keeping in line with business rules and where relevant, legislation understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate
Paraplanner
HeadhuntersCape Town City Centre
technical and administrative financial planning support to Advisers and senior management at established Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
technical and administrative financial planning support to Advisers and senior management at established Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate and documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align file checklist(s)). Ensure proper record keeping in line with business rules and where relevant, legislation facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align file checklist(s)). Ensure proper record keeping in line with business rules and where relevant, legislation facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding
Financial Planning Partner Assistant
HeadhuntersHillcrest
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align file checklist(s)). Ensure proper record keeping in line with business rules and where relevant, legislation facilitate the solution - liaison with the IT support desk etc. NAV and KPIs Full awareness and understanding
Financial Partner Hillcrest
HeadhuntersHillcrest
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align file checklist(s)). Ensure proper record keeping in line with business rules and where relevant, legislation facilitate the solution - liaison with the IT support desk etc. NAV and KPIs Full awareness and understanding
Accountant / Management Accountant (cima)
HeadhuntersQueenstown
reports to Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls needed. Ad Hoc Projects and Cash Flow Management: Support finance-related tasks as required for ad hoc projects
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