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Partner Assistant
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Durban North
intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes with supporting documentation to relevant PPs. Monitoring the underwriting and acceptance of new business support the Financial Planning Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes with supporting documentation to relevant PPs. Monitoring the underwriting and acceptance of new business support the Financial Planning Partner(s). Track and monitor personal KPIs on NAV. Request assistance and guidance
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