role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture
role: Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions, delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture
Finance / Business Finance / Investments / Financial Planning Law Investment Management) or BCom (Economics)
development of organisational talent. o Financial Management – plan, monitor, organize, and control the monetary