courses.
The PA supports the Financial Planner in providing the required levels of client services
operations and client services support to the Financial Planner and is the liaison person between the Financial
reporting etc.).
Liaison between Financial Planner and product providers (PPs).
Equipped to follow
client requirements on behalf of the Financial Planners.
Adhere to the culture and principles of
documentation for engagement between Financial Planner and insurance client.
FICA and AML capture
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
education or courses. The PA supports the Financial Planner in providing the required levels of client services operations and client services support to the Financial Planner and is the liaison person between the Financial queries, reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow client requirements on behalf of the Financial Planners. Adhere to the culture and principles of Treating documentation for engagement between Financial Planner and insurance client. FICA and AML capture and
hardworking and motivated Assistant for their Financial Planner / Advisor Our client, based in Greenpoint, Cape hardworking and motivated Assistant for their Financial Planner / Advisor Provide holistic administrative support
Working Papers, Sars E-Filing and working with trainees is essential Having completed either CASA articles
virtually; Monitor attendance and performance, assess trainee learning, and motivate the team; Support operations
Outlook)
queries, reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to
queries, reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to