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Financial Partner Cpt - Cbd

 HeadhuntersCape Town City Centre

of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding


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