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Financial Partner Cpt - Cbd
Headhunters
Cape Town City Centre
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations: Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
share this job on whatsappParaplanner
HeadhuntersCape Town City Centre
Other general: Required to provide assistance to all Financial Planners and senior management with any
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
Other general: Required to provide assistance to all Financial Planners and senior management with any
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