7 Partner Account Manager Jobs in East London
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Paraplanner Headhunters - East london 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... 8 days ago
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Financial Planning Partner Assistant Headhunters - East london 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. Checking of transition documentation... 25 days ago
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Para Planner - East London Ultra Personnel - East london The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner... More than 30 days ago
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Paraplanner Headhunters - East London, Buffalo City, ZA Responsibilities, but not limited to: 1. Client Data Management: Responsible for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy... Monthly 7 days ago
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Financial Planning Partner Assistant Headhunters - East London, Buffalo City, ZA Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial... Monthly 24 days ago
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Financial Assistant Catch - 0000 East London, South Africa The Partner Assistant supports the Financial Planning Partner(s) in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate... More than 30 days ago
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Para Planner - East London Ultra Personnel - East London, Buffalo City, ZA The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting... Monthly 29 days ago
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