Services industry is currently looking to employ Financial Planning Partner Assistant, based in Port Elizabeth 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 service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
administrative processes and controls in Financial Planning (including all transactions, queries, reporting
Services industry is currently looking to employ Financial Planning Partner Assistant, based in Port Elizabeth 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 service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
Services industry is currently looking to employ Financial Planning Partner Assistant, based in Port Elizabeth 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 service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
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).
and investments" organisation requires a Financial Planning Assistant for their Port Elizabeth Branch administrative processes and controls in Financial Planning (including all transactions, queries, reporting
and investments" organisation requires a Financial Planning Assistant for their Port Elizabeth Branch administrative processes and controls in Financial Planning (including all transactions, queries, reporting
Services industry is currently looking to employ Financial Planning Partner Assistant, based in Port Elizabeth 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 service and maintenance support function to the Financial Planning Partner and his / her clients. Check Commission
Partner Assistant is required to support the Financial Planning Partner Team in providing high levels of Qualifications and Experience Qualification in financial planning or a relevant tertiary degree 1 to 2 years advice-led company Desired Skills: financial planning financial planning administration FAIS Knowledge FICA
role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels 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 and