Overview:
Minimum
analysis
industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful detail. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
RETAIL PLANNING ASSISTANT/EAST LONDON – This position will support the needs of the planning and degree/Diploma advantageous in Retail Planning/Marketing/Merchandising
Valid Driver’s in a Retail environment/replenishment/planning role
Highly proficient trends/sales/stock movement
Assisting with planning processes
Assisting with allocating of stock
essential.
education or courses essential. Exposure to financial planning is essential. Understanding of FAIS and FICA legislation entities for Joint Planning and reporting on XPlan (Families and related parties – joint planning). Complete the various advice tools and CRM's. Financial Planning preparation and Client Reviews: XPlan Wealth Maps preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business Development over the scenario planning function in IWP. Check and ensure that all final plans are compliant and saved
in the market
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industry is currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful detail. Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking
safety procedures Plans for safety events and campaigns Takes SHE into account in the planning of work output output Plans for inspection of equipment (new and used in stock), about dates, workshops, the nomination site Conducts delivery inspection of the machine Plans and prepares for anticipated service calls in conjunction conjunction with stakeholders (including RAMP Contracts) Plans for the modification of equipment Oversees warranty Komatsu functions in the Service and Repairs machines Plans for time to complete reporting Collates information