Account Planner Jobs in Western Cape
Paraplanner Cpt - Cbd
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 continued operations of team services. Process new account paperwork, including preparation, transfer of funds
share this job on whatsappParaplanner
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 continued operations of team services. Process new account paperwork, including preparation, transfer of funds
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate
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