Durban is urgently seeking a well versed Personal Assistant to join their team as soon as possible, on
closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records days prior to client engagement. Complete client Personal Goal Plans (PGPs) with the draft record of Advice assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning
Perform analysis using financial models/datasets Assist in marking up and preparing various reports and Develop company's financial modelling competencies Assist with business development and general project management
petty cash • Payment review & authorisation • Assisting with budgeting process • Staff supervision and
entrepreneurs to join their dynamic sales force. We will assist you in setting up your financial practice within