Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing client services support to the Financial Planning Partner and is the liaison person between the practice reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on
Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing client services support to the Financial Planning Partner and is the liaison person between the practice reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on
house to process orders from our distribution partners and producing client stock reports. You will also
RCC meetings Assist with Technical queries to partners and managers Identify areas of training based Comfortable interacting with senior staff and partners Working knowledge of CaseWare, Excel, Word, Pastel
class software and globally renowned suppliers and partners to deliver services and solutions to their clients
Twizzas DREAM to be South Africas # Local Beverage Partner, a vacancy exists in the Marketing space as a Product
relationship with our external software development partner. Review current coding practices, as well as implementing
Work Model: Monday-Friday, In Office We have partnered witha a statutory body that regulates labour relations
class software and globally renowned suppliers and partners to deliver services and solutions to their clients