Experience Post Grade 12 / tertiary qualification in a related field advantageous 2-3 year's experience in an Industry including basic product knowledge and related commission / fee payment processes – understanding statement for both Company Advisory and company relating to commission / fee deposits received Receive individual product provider commission statements relative to the daily bank deposits received Create and commission file layout queries or individual commission related queries on behalf of Financial Planning Partners)
Experience Post Grade 12 / tertiary qualification in a related field advantageous 2-3 year's experience in an Industry including basic product knowledge and related commission / fee payment processes – understanding statement for both Company Advisory and company relating to commission / fee deposits received Receive individual product provider commission statements relative to the daily bank deposits received Create and commission file layout queries or individual commission related queries on behalf of Financial Planning Partners)
management with accurate accounting information, relating to the products supplied by the company, in order
management with accurate accounting information, relating to the products supplied by the company, in order
Planning and reporting on XPlan (Families and related parties – joint planning) Responsible for complete
Planning and reporting on XPlan (Families and related parties – joint planning) Responsible for complete