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Capturing After Hours Jobs in Cape Town, Western Cape

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Financial Partner Cpt - Cbd

 HeadhuntersCape Town City Centre

Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between


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Paraplanner

 HeadhuntersCape Town City Centre

the client review process. Checking and / or capturing of client payments and requests. As part of financial


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Paraplanner Cpt - Cbd

 HeadhuntersCape Town City Centre

the client review process. Checking and / or capturing of client payments and requests. As part of financial


Whatsapp button share this job on whatsapp