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Paraplanner Cpt - Cbd NEW
Headhunters
Cape Town City Centre
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Planning. Knowledge of financial products and services offered by our company. Experience in preparing 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 quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness
share this job on whatsappParaplanner NEW
HeadhuntersCape Town City Centre
currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Planning. Knowledge of financial products and services offered by our company. Experience in preparing 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 quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
Financial Services industry is currently looking to employ a Financial Planning Partner Assistant (Half Day) financial services industry required. Relevant tertiary education or courses. Financial Services Industry but not limited to: Client Services: Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to ensure complete pre-population
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