Boilermaker Practical School Jobs in Durban
- Durban (2)
- Durban North (2)
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Partner Assistant
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Durban North
Partner and is the liaison person between the practice and the regional office / head office. Categories: processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting tasks to manage client records and organization of practice. Prepare for clients reviews as per client review software that manages all aspects of the Partner's practice). Maintain an accurate diary system. (XPlan and the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support Assist with
share this job on whatsappAssistant Durban North
Catch RecruitDurban North
Partner and is the liaison person between the practice and the regional office / head office. Categories: processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting tasks to manage client records and organization of practice. Prepare for clients reviews as per client review software that manages all aspects of the Partner's practice). Maintain an accurate diary system. (XPlan and the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support Assist with
Paraplanner Durban
Catch RecruitDurban
managed and maintained in XPlan so that entire practice is on the same page and compliant. Ensure proper and orientate with the Partner on all data and practice attributes on NAV. Track and monitor your Key
Risk Consultant Durban
Catch RecruitDurban
of their panel of financial planning partner's practice. Prepare comprehensive advice documents (proposals
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