of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding understanding of information available on NAV to support the Financial Planning Partner(s). Track and monitor
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align facilitate the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding understanding of information available on NAV to support the Financial Planning Partner(s). Track and monitor
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding understanding of information available on NAV to support the Financial Planning Partner(s). Track and monitor
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align facilitate the solution - liaison with the IT support desk etc. NAV and KPIs: Full awareness and understanding understanding of information available on NAV to support the Financial Planning Partner(s). Track and monitor
technical and administrative financial planning support to Advisers and senior management at established Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and
Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant process and proposition to clients. Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate
technical and administrative financial planning support to Advisers and senior management at established Technical and administrative financial planning support to Financial Advisers & Wealth Managers. Formulate absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and
reports to Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls needed. Ad Hoc Projects and Cash Flow Management: Support finance-related tasks as required for ad hoc projects
reports to Stats SA. Internal Controls and Audit Support: Assist in ensuring effective internal controls needed. Ad Hoc Projects and Cash Flow Management: Support finance-related tasks as required for ad hoc projects
Management Accountant for update to SAP. Assist and support in scanning / other projects. Stand in for Management