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
their marketing plans are for a given month. Administration Duties: Cash ups. New stock codes and descriptions
within own department and area of responsibility. Assists in the maintenance of a risk register, report discrepancies