Appointment Liaison Jobs in South Africa
Financial Planning Partner Assistant
Headhunters
East London
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full
Financial Planning Partner Assistant
HeadhuntersHillcrest
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs Full
Financial Partner Hillcrest
HeadhuntersHillcrest
(including all transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment notes Planning Partner and facilitate the solution - liaison with the IT support desk etc. NAV and KPIs Full
Financial Advisor (risk Products)
HeadhuntersCape Town City Centre
these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward the STI tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the tele-advisor that the appointment has taken place and the outcome of the appointment. Maintain and develop
Financial Advisor Cpt - Cbd
HeadhuntersCape Town City Centre
these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward the STI tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the tele-advisor that the appointment has taken place and the outcome of the appointment. Maintain and develop
Financial Advisor Durban
HeadhuntersDurban
these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward the STI tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the tele-advisor that the appointment has taken place and the outcome of the appointment. Maintain and develop
Financial Advisor (risk Products)
HeadhuntersDurban
these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward the STI tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the tele-advisor that the appointment has taken place and the outcome of the appointment. Maintain and develop
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