Assistant Financial Planner Jobs in Durban

Durban, KwaZulu-Natal, South Africa

High level of understanding of the administrative requirements in the business pertaining to Documentation, Mandates, Processes, Systems, Products, Instructions and Service providers. Have good technical...

from: jobleads.co.za - More than 30 days ago

Ultra Personnel - Kloof

Responsible for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data while creating more efficient ways to capture data...

from: jobplacements.com (+4 sources) - 17 days ago

Ultra Personnel - Kloof

The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office... 0

from: jobmail.co.za - More than 30 days ago