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
organisation
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
Requirements: Minimum requirements for a SAIPA trainee (with the intention to be registered with SAIPA
Working Papers, Sars E-Filing and working with trainees is essential Having completed either CASA articles
Our reputable Accounting client is seeking a Tax Trainee to do a 3-year SAIPA Learnership based in Cape
Execute daily planning as received from Freight Planners. Execute administrative associated with Responsibilities: with loading instructions as received from the planners. Ensure drivers are aware of location of the loading personal affairs. Responsible for informing Freight Planners of deviation from instructions. Contact the offloading
facilitate interactive training sessions, and evaluate trainee performance. Your role involves staying updated role-playing exercises, and simulations; Evaluate trainee performance through assessments and provide constructive