looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business 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
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape previous experience providing technical and administrative financial planning support to Advisers and expectations but not limited to: Technical and administrative financial planning support to Financial Advisers 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
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape previous experience providing technical and administrative financial planning support to Advisers and expectations but not limited to: Technical and administrative financial planning support to Financial Advisers 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
looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business 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
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