Information Technology Student Jobs in Cape Town City Centre
Paraplanner
Headhunters
Cape Town City Centre
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial legislation. Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop from different insurers. Additional research information. Assist in drawing up of Wills and estate planning
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial legislation. Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop from different insurers. Additional research information. Assist in drawing up of Wills and estate planning
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
Operations: Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan and Outlook integration). Address all technology issues experienced by the Financial Planning and KPIs: Full awareness and understanding of information available on NAV to support the Financial Planning
Share on Facebook
Share on Twitter
Share on Linkedin