Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
Purpose of role: The Partner Assistant supports the Financial Planning Partner(s) in providing the required operations and client services support to the Financial Planning Partner and is the liaison person between administrative processes and controls in the Financial Planning practice(s) (including all transactions transactions, queries, reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped delivery of client requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and
(Hybrid Position) Requirements Experience in the financial services industry Access to fibre at home 2-3
(Hybrid Position) Requirements Experience in the financial services industry Access to fibre at home 2-3
EXPERIENCE A minimum of 2-3 years' experience within a Financial Services institution Credit administration experience
per instructions from Wage Manager or Corporate Financial Manager. Behavioural Competencies: Exceptional
per instructions from Wage Manager or Corporate Financial Manager. Behavioural Competencies: Exceptional
grammatical errors Assist with monthly consolidation of financial graphs and presentation reports Responsible for