processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc 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 registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc 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 registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
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 our Endorsed financial planning process for Partner(s) Monthly plus Basic Salary
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 our Endorsed financial planning process for Partner(s) Monthly plus Basic Salary
create profitable business. To act as the customer´s representative within the company. Provide up to date
create profitable business. To act as the customer´s representative within the company. Provide up to date
create profitable business To act as the customer´s representative within the company for KZN Provide
create profitable business To act as the customer´s representative within the company Provide up to date