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  •  Accounting / Finance
  •  Headhunters
  •  Last 7 days

Financial Partner Cpt - Cbd NEW

 HeadhuntersCape Town City Centre

Financial Planner Partner and product providers (PPs). Equipped to follow the formal complaint resolution Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment that ongoing fees are received from the relevant PPs. Capture and checking of new business documentation together with supporting documentation to relevant PPs. Monitoring the underwriting and acceptance of new business transactions are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance


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