Trainee Planner Jobs in South Africa - Page 2
Personal Assistant Pretoria East
Dante Group Pty Ltd
Pretoria
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
share this job on whatsappAdministrator/personal Assistant
Dante Group Pty LtdPretoria
messages – MS Teams Personal Assistant to Financial Planners Making client appointments, confirming details client queries/requests / instructions. Involving planner when advice and / or intermediary service required the para-planner or financial planner takes over (including the use of ASTUTE) Assisting planners during part of implementation on instructions from the planner, post-client appointments Preparing and submitting
Insurance Pa - Half Day Role
Cape Town City Centre
Monthly
courses.
The PA supports the Financial Planner in providing the required levels of client services
operations and client services support to the Financial Planner and is the liaison person between the Financial
reporting etc.).
Liaison between Financial Planner and product providers (PPs).
Equipped to follow
client requirements on behalf of the Financial Planners.
Adhere to the culture and principles of
documentation for engagement between Financial Planner and insurance client.
FICA and AML capture
Pa Cpt - Cbd
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
Insurance Pa - Half Day Role
Ultra Personnel : Pharmaceutical, Insurance, EngineeringCape Town City Centre
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
Training Administrator (contract)
Kempton Park
stationery;
Audit Manager
Bloch EisensteinCape Town Region
Attractive packages with fringe benefits Working Papers, Sars E-Filing and working with trainees is essential Having completed either CASA articles
Operations Manager - Executive Education
Johannesburg
process from start to end, ensuring executive trainees and course participants have a positive experience
Internal Sales
Durban
14 000 demanding
Senior Training Co-ordinator
Cape Town City Centre
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