experience) this includes bonus, Medical Aid, and Provident fund Qualification and/or Experience: Matric compulsory/ the warehouse. Investigate all stock queries and provide feedback within the agreed timeframe. Practice
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The PA supports the Financial Planner in providing the required levels of client services to insurance
/>Liaison between Financial Planner and product providers (PPs).
Equipped to follow the formal complaint
confirmed by the relevant PPs timeously.
Providing an ongoing service and maintenance support function
client portfolios using Astute and / or product provider information.
Ensuring XPlan Policy Schedules
specific purpose. That the information you have provided to us is true, correct and up to date. Please
specific purpose. That the information you have provided to us is true, correct and up to date. Please
professional relationships with investors, service providers and hedge fund manager clients.
insurers
Proactively seek and accept guidance and feedback provided by subject matter experts. Demonstrate a commitment
Raw Materials and Finished Goods reports and providing feedback Analysing Raw Materials and Finished
application was most likely unsuccessful. We offer Provident Fund Contribution
application was most likely unsuccessful. We offer Provident Fund Contribution