Pps Jobs in South Africa
Financial Planning Partner Assistant
Headhunters
East London
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
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
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
Financial Planning Partner Assistant
HeadhuntersHillcrest
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
Financial Partner Hillcrest
HeadhuntersHillcrest
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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