Pps Jobs in South Africa

Financial Planning Partner Assistant (half Day) NEW

Cape Town City Centre

Monthly

Financial Planner Partner and product providers (PPs).

Equipped to follow the formal complaint

Submission of intermediary appointment notes to relevant PPs.

Monitoring the submission of intermediary 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 business transactions are confirmed by the relevant PPs timeously.

Providing an ongoing service and

for this search.