industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville administrative financial planning support to Advisers and senior management at established IFA. A wonderful career provide assistance to all Financial Planners and senior management with any general office duties, from continued operations of team services. Process new account paperwork, including preparation, transfer of funds
industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville administrative financial planning support to Advisers and senior management at established IFA. A wonderful career provide assistance to all Financial Planners and senior management with any general office duties, from continued operations of team services. Process new account paperwork, including preparation, transfer of funds
linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate