Financial Assistant Jobs in East London

Headhunters - East London, Buffalo City, ZA

Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client. FICA and AML capture... Monthly

from: adzuna.co.za (+3 sources) - 2 days ago

Ultra Personnel - East London, Buffalo City, ZA

Combine entities for Joint Planning and reporting on XPlan (Families and related parties joint planning) Responsible for complete data integration from the Companys CRM to various "methodology" tools Ensure... Monthly

from: adzuna.co.za (+3 sources) - 7 days ago

Catch - 0000 East London, South Africa

Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner and client. Check Commission statements from...

from: simplify.hr - More than 30 days ago

Headhunters - East London, Buffalo City, ZA

Check and ensure integrity of client data in the various advice tools and CRMs. 2. Financial Planning preparation & Client Reviews: XPlan Wealth Maps (client repots) must be complete and ready before any... Monthly

from: adzuna.co.za (+3 sources) - 9 days ago

East London, Eastern Cape, 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

WeBuyCars - East London, South Africa

Compile and submit files with required documentation to financial institutions Ensure that all transactions are followed up and paid out as soon as possible Performing other general administrative tasks...

from: pnet.co.za - 14 days ago

Catch Recruit - East London, South Africa

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition...

from: pnet.co.za - 24 days ago

Montana Resourcing - East London, Eastern Cape, South Africa

The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. Financial planning fundamentals and product knowledge. Good verbal and... Undisclosed

from: careerjunction.co.za - 10 days ago