Primavera Planner Jobs in Cape Town City Centre
Paraplanner
Headhunters
Cape Town City Centre
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
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