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Partner Assistant
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Durban North
Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as
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