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Financial Planning Partner Assistant
Headhunters
East London
his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate with with PPs regarding commissions / fees due to the Financial Planning Partner. Operational support for Portfolio
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate with with PPs regarding commissions / fees due to the Financial Planning Partner. Operational support for Portfolio
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate with with PPs regarding commissions / fees due to the Financial Planning Partner. Operational support for Portfolio
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate with with PPs regarding commissions / fees due to the Financial Planning Partner. Operational support for Portfolio
Financial Planning Partner Assistant
HeadhuntersHillcrest
his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate with with PPs regarding commissions / fees due to the Financial Planning Partner. Operational support for Portfolio
Financial Partner Hillcrest
HeadhuntersHillcrest
his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate with with PPs regarding commissions / fees due to the Financial Planning Partner. Operational support for Portfolio
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