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- Durban North (2)
- Durban (1)
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Partner Assistant
Catch Recruit
Durban North
client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client
Paraplanner Durban
Catch RecruitDurban
Ensure completeness and data field labeling in all applications and tools. Responsible for full data planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan. Ensure present in all compliance officer meetings with your Financial Planning Partner(s). Address all remedial mandate). NAV (internal software), IT, Systems and KPIs All client records and tasks to be managed and maintained Partner(s). Liaise and orientate with the Partner on all data and practice attributes on NAV. Track and monitor
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