looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape 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 different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any general
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape 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 different insurers. Additional research information. Assist in drawing up of Wills and estate planning. Other Other general: Required to provide assistance to all Financial Planners and senior management with any general
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect practice attributes on NAV. Marketing Support: Assist with the organization of client events in conjunction
Management (Debtors, Creditors, Cash, Inventory). Assist with banking relations and manage an optimal financing submissions to the relevant authorities. Prepare and assist with group and company monthly, quarterly, and
Management (Debtors, Creditors, Cash, Inventory). Assist with banking relations and manage an optimal financing submissions to the relevant authorities. Prepare and assist with group and company monthly, quarterly, and