Data Clerk%2ceskom Jobs Jobs in Cape Town Region
Headhunters
Financial Partner Cpt - Cbd
Headhunters
Cape Town City Centre
Operations: Collation of all clients related information (data discovery and fact find) and preparation of documentation Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support:
share this job on whatsappParaplanner
HeadhuntersCape Town City Centre
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy
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