Planning Assistant Jobs in Hillcrest

Headhunters - Hillcrest

Problem solving ability to apply creative skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing needs of the clients. Collation of all clients related...

from: jobplacements.com (+1 source) - 21 days ago

Headhunters (Head Office) - Hillcrest, eThekwini, ZA

Pay (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business lodgment. Escalate with PPs regarding commissions / fees due to the Financial... Monthly

from: adzuna.co.za (+2 sources) - More than 30 days ago

Headhunters - Hillcrest, KwaZulu-Natal, 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: jobleads.co.za (+1 source) - 24 days ago

Montana Resourcing - Hillcrest, KwaZulu-Natal, 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 - 2 days ago

Catch Recruit - Westville, 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 - 7 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 - 21 days ago

Montana Resourcing - Kloof, KwaZulu-Natal, 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... R20,001 - R30,000 pm

from: careerjunction.co.za - 2 days ago