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Financial Partner Cpt - Cbd

 HeadhuntersCape Town City Centre

processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management


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