currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on maintenance support function to the Financial Planning Partner and his / her clients. Check Commission statements
processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst Portfolio Managers Engagement with Financial Planning Partners and their Assistant's Interaction with individuals
processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst Portfolio Managers Engagement with Financial Planning Partners and their Assistant's Interaction with individuals
with lookups and pivot tables. SAGE and pastel partner experience. Ability to develop financial and operational
with lookups and pivot tables. SAGE and pastel partner experience. Ability to develop financial and operational
own transport. Good communication skills and innovative. Ability to work under pressure and meet strict
own transport. Good communication skills and innovative. Ability to work under pressure and meet strict
area of specialization. Contribute to continuous innovation through the development, sharing and implementation
area of specialization. Contribute to continuous innovation through the development, sharing and implementation