to employ Planning Assistant based in East London. The Planning Assistant supports the needs of the Planning these roles. Reports on key areas relating to business performance and produces material that aids decision analysis. Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores stores. Monitor workflow and assist where necessary. Please note should you not receive a response within
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity the client services experience, as defined by the Head of Operations. Take full responsibility for the Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy rules. Submission of new business application(s), together with supporting documentation to relevant
is currently looking to employ a Professional Assistant (Admitted Attorney). An awesome career opportunity
is currently looking to employ a Professional Assistant (Admitted Attorney). An awesome career opportunity
to employ Planning Assistant based in East London. The Planning Assistant supports the needs of the Planning these roles. Reports on key areas relating to business performance and produces material that aids decision analysis. Reporting on key areas. Assist with planning processes. Assist with allocating stock to stores stores. Monitor workflow and assist where necessary. Please note should you not receive a response within
looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career opportunity the client services experience, as defined by the Head of Operations. Take full responsibility for the Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy rules. Submission of new business application(s), together with supporting documentation to relevant
is required to support the central business team in providing high levels of support to the regions. interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: Responsibilities, but not limited to: 1. Operational Support: Support the Centre with general office management management tasks including reception and facilities. Support the Centre with the ordering of stationery / office for clients daily. Assist with the opening of new accounts in line with business processes daily. 2.
is required to support the central business team in providing high levels of support to the regions. interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Requirements: Responsibilities, but not limited to: 1. Operational Support: Support the Centre with general office management management tasks including reception and facilities. Support the Centre with the ordering of stationery / office for clients daily. Assist with the opening of new accounts in line with business processes daily. 2.
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career the client services experience, as defined by the Head of Operations. Take full responsibility for the Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy rules. Submission of new business application(s), together with supporting documentation to relevant
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape technical and administrative financial planning support to Advisers and senior management at established Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other