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Planner Assistant Goodwood, Cape Town

 Pss RecruitmentSouth Africa

based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment of 3-5 years experience in this area. Key responsibilities include: • Collation of all necessary documentation client packs , and onboarding of new clients, and responsible for all client take on documentation, and loading payments relating thereto • Client liaison: timeous response to, and resolution of all queries • Accountable


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Financial Advisor/planner Assistant Market Related

 Pss RecruitmentSouth Africa

based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment of 3-5 years experience in this area. Key responsibilities include: • Collation of all necessary documentation client packs , and onboarding of new clients, and responsible for all client take on documentation, and loading payments relating thereto • Client liaison: timeous response to, and resolution of all queries • Accountable


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