support to the Financial Planning Partner and is the liaison person between the practice and the regional office (including all transactions, queries, reporting etc). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. • NAV and KPIs Full
support to the Financial Planning Partner and is the liaison person between the practice and the regional office (including all transactions, queries, reporting etc). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. • NAV and KPIs Full
Submit a weekly Service Follow Up report Good liaison with customers Correct / intelligent processing
gaps and recommend corrective actions. Serve as a liaison with regulatory agencies and ensure timely and
registrations Ad hoc services Tax administration SARS appointments Advance tax planning and advice Other registrations
registrations Ad hoc services Tax administration SARS appointments Advance tax planning and advice Other registrations
Provider specializing in Insurance products, wants to appoint a Chief Financial Officer to oversee the Financial
Provider specializing in Insurance products, wants to appoint a Chief Financial Officer to oversee the Financial
recons, review of month and annual working papers Liaison with fund managers, custodians and brokers as required
review of month and annual working papers