provide input to the performance review and development plan of team members whom he/she has worked with
Funds-focused organisation is seeking an Investment Associate to join their growing Investments division reporting banking, venture capital environment and/or development finance 3 years' experience in managing an SME
Minimum Requirements:
currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on maintenance support function to the Financial Planning Partner and his / her clients. Check Commission statements
etc.).
currently looking to employ a Financial Planning Partner Assistant based in East London. A wonderful career reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on maintenance support function to the Financial Planning Partner and his / her clients. Check Commission statements
etc.).
currently looking to employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful reporting etc.). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on maintenance support function to the Financial Planning Partner and his / her clients. Check Commission statements
and will be responsible for assisting in the development of financial strategies aligned with overall
and will be responsible for assisting in the development of financial strategies aligned with overall