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
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
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
currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). 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
currently looking to employ Financial Planning Partner Assistant based in KZN (Gillitts). 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
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
with lookups and pivot tables. SAGE and pastel partner experience. Ability to develop financial and operational IFRS. Ad hoc projects as assigned by Managing Director. Kindly be advised that should you not receive
with lookups and pivot tables. SAGE and pastel partner experience. Ability to develop financial and operational IFRS. Ad hoc projects as assigned by Managing Director. Kindly be advised that should you not receive
processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst Partnership Directors and Portfolio Managers Engagement with Financial Planning Partners and their Assistant's
processing, distributed to the Financial Planning Partners. The incumbent plays a critical role in the day-to-day organization, interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst Partnership Directors and Portfolio Managers Engagement with Financial Planning Partners and their Assistant's