currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful 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 Administration relating to client transfer and new business transactions. Submission of intermediary appointment
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel