Retirement claim process, Monthly payment reconciliation and contribution submission process, Liaison support
Retirement claim process, Monthly payment reconciliation and contribution submission process, Liaison support
with the Company's Endorsed Advice process (preferred advice process). The Paraplanner is employed to operate data update on XPlan, post the financial planning process with the client Complete data preparation for client your Financial Planner in the financial planning process and proposition to clients. Be present in all compliance contact for clients in the financial planning process. Knowledge Financial Services Industry Understanding and assist in our Endorsed financial planning process for Partner(s) Monthly plus Basic Salary provident
with the Company's Endorsed Advice process (preferred advice process). The Paraplanner is employed to operate data update on XPlan, post the financial planning process with the client Complete data preparation for client your Financial Planner in the financial planning process and proposition to clients. Be present in all compliance contact for clients in the financial planning process. Knowledge Financial Services Industry Understanding and assist in our Endorsed financial planning process for Partner(s) Monthly plus Basic Salary provident
of tax returns on SARS e-filing Checking & processing ITA34's Completion of IT14's & IT12TR's Completion