currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on Administration relating to client transfer and new business transactions. Submission of intermediary appointment
currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on Administration relating to client transfer and new business transactions. Submission of intermediary appointment
currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on Administration relating to client transfer and new business transactions. Submission of intermediary appointment
company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant client bases of their panel of financial planning partner's practice. Prepare comprehensive advice documents include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change
company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant client bases of their panel of financial planning partner's practice. Prepare comprehensive advice documents include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change
company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant client bases of their panel of financial planning partner's practice. Prepare comprehensive advice documents include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change
company clients in conjunction with the companies Partner. Afrikaans first language preferred. A wonderful candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant client bases of their panel of financial planning partner's practice. Prepare comprehensive advice documents include specialist areas such as Estate Planning and Business Assurance. Implement the agreed solution for clients requirements. Review clients cover according to internal business procedures, or if client circumstances change
Administrator is required to support the central business team in providing high levels of support to the processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst with the opening of new accounts in line with business processes daily. 2. Commission Management: Maintenance Managing suspense entries in line with internal business processes. Preparation of month end reconciliation
Administrator is required to support the central business team in providing high levels of support to the processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst with the opening of new accounts in line with business processes daily. 2. Commission Management: Maintenance Managing suspense entries in line with internal business processes. Preparation of month end reconciliation
you. Minimum requirements: Bachelor's degree in business, Education, Human Resources, or related field working hours to accommodate training schedules and business needs. Responsibilities and expectations but not ensure the curriculum meets current and future business requirements. Curriculum Development and Implementation: participant feedback, assessment results, and business impact metrics. Continuously improve the training training programs based on feedback and evolving business needs, ensuring the academy remains at the forefront