S E E S A Jobs in Durban, Kwazulu Natal
- Durban North (2)
- Durban (1)
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Partner Assistant
Catch Recruit
Durban North
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services 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
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
Assistant supports the Financial Planning Partner(s) in providing the required levels of client services 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
Paraplanner Durban
Catch RecruitDurban
Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial officer meetings with your Financial Planning Partner(s). Address all remedial actions from the compliance on NAV to support the Financial Planning Partner(s). Liaise and orientate with the Partner on all data
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