Financial Planning Assistant (Somerset West)  

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  • Company PartnerUp (Pty) Ltd - View more jobs
  • LocationCape Town
  • Job TypePermanent
Description

The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services […]
their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the […]
Financial Planning practice(s) (including all transactions, queries, reporting etc.). […]
o Is the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of […]
o Collation of all clients related information (data discovery and fact find) and preparation of […]
o Checking of transition documentation to ensure completeness and...

11 days ago from: jobplacements.com

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