courses.
The PA supports the Financial Planner in providing the required levels of client services
operations and client services support to the Financial Planner and is the liaison person between the Financial
reporting etc.).
Liaison between Financial Planner and product providers (PPs).
Equipped to follow
client requirements on behalf of the Financial Planners.
Adhere to the culture and principles of
documentation for engagement between Financial Planner and insurance client.
FICA and AML capture
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
Working Papers, Sars E-Filing and working with trainees is essential Having completed either CASA articles
on. Ensure that venues are booked, trainers and trainees are informed of the training and that all booking
on. Ensure that venues are booked, trainers and trainees are informed of the training and that all booking
individual to join as Community Host and Events Planner. The successful candidate will be the face of our
individual to join as Community Host and Events Planner. The successful candidate will be the face of our
Outlook) Experience with Adobe PDF, PowerApps, MS Planner and One Drive would be an advantage Basic knowledge