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Paraplanner Westville
Catch Recruit
Westville
The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Managers and Financial Planning Partner on planning tools. XPlan Wealth Maps (client repots) draft record of Advice in preparation for the Partner to finalize for clients. Complete preparation of (IWP) to a level where the Financial Planning Partner or Business Development Manager can take over the
share this job on whatsappCommissions Administrator - Sandton NEW
Catch RecruitSandton
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 Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners etc. Request commission in suspense for Financial Planning Partners who have left the company Preparation of month Portfolio Managers Engagement with Financial Planning Partners and their Assistants Interaction with individuals
Administrator Sandton NEW
Catch RecruitSandton
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 Planning Partners) and internal queries received from the regions i.e. Financial Planning Partners etc. Request commission in suspense for Financial Planning Partners who have left the company Preparation of month Portfolio Managers Engagement with Financial Planning Partners and their Assistants Interaction with individuals
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