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
Responsibilities (Processing & Management)
company based in Belville is seeking to employ a Senior Accountant. The successful applicant will manage a total of two employees and will report to the Senior Manager of the Finance department. Summary: Key
A recent professional profile photo is to accompany your application
EMPLOYMENT TYPE : Permanent
SECTOR : Retail
BASIC SALARY : R18 000.00
START DATE : A.S.A.P / Immediate
REQUIREMENTS:
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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