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Financial Advisor/planner Assistant Market Related
Pss Recruitment
South Africa
Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries area. Key responsibilities include: • Collation of all necessary documentation relating to administration payments to and on behalf of clients, including all verifications preparation and capturing of same on and onboarding of new clients, and responsible for all client take on documentation, and loading on internal and all payments relating thereto • Client liaison: timeous response to, and resolution of all queries
share this job on whatsappPlanner Assistant Goodwood, Cape Town
Pss RecruitmentSouth Africa
Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries area. Key responsibilities include: • Collation of all necessary documentation relating to administration payments to and on behalf of clients, including all verifications preparation and capturing of same on and onboarding of new clients, and responsible for all client take on documentation, and loading on internal and all payments relating thereto • Client liaison: timeous response to, and resolution of all queries
Investment Administrator Cape Town
Pss RecruitmentSouth Africa
candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is Validating all incoming instructions with regards to: o Various legislative requirements relating to all applicable requirements complied with (where relevant) § Ensuring all incoming work is captured within required turnaround superior levels of service § Maintaining records of all interactions with clients / IFA's on Siebel CRM. independently. § Ability to accept responsibility for all tasks done Location Please note: only shortlisted
Investment Administrator Market Related - Dep Experience, Qual Etc.
Pss RecruitmentSouth Africa
candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is Validating all incoming instructions with regards to: o Various legislative requirements relating to all applicable requirements complied with (where relevant) § Ensuring all incoming work is captured within required turnaround superior levels of service § Maintaining records of all interactions with clients / IFA's on Siebel CRM. independently. § Ability to accept responsibility for all tasks done Location Please note: only shortlisted
Investment Analyst Market Related - Dep Experience, Qual Etc.
Pss RecruitmentSouth Africa
held in our products • Develop an understanding of all portfolios they work on • Client and internal report maintained at all times • Self-driven, determined and motivated • Professionalism in all interactions
Investment Analyst Cape Town
Pss RecruitmentSouth Africa
held in our products • Develop an understanding of all portfolios they work on • Client and internal report maintained at all times • Self-driven, determined and motivated • Professionalism in all interactions
Paraplanner/advice Analyst Market Related - Dep Experience, Qual Etc.
Pss RecruitmentSouth Africa
Confirm risk profile is determined and updated Check all compliance paperwork is present Preparation of recommendations
Analyst Cape Town
Pss RecruitmentSouth Africa
Confirm risk profile is determined and updated Check all compliance paperwork is present Preparation of recommendations
Compliance Officer/analyst - Investment Industry (experienced Candidates) Market Related
Pss RecruitmentSouth Africa
proven track record • Fit and proper requirements all in order, and clear • Accurate and deadline oriented
Compliance Officer Cape Town
Pss RecruitmentSouth Africa
proven track record • Fit and proper requirements all in order, and clear • Accurate and deadline oriented
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