6 Planning Assistants Jobs in Hillcrest
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Financial Planning Partner Assistant Headhunters - Hillcrest Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding requirements to ensure new business transactions are... 17 days ago
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Financial Planning Partner Assistant Headhunters (Head Office) - Hillcrest, eThekwini, ZA Requirements: 2-3 years in the financial services industry required. Relevant tertiary education or courses. Financial Services Industry. Understanding of FAIS and FICA legislation. Computer skills: Microsoft... Monthly More than 30 days ago
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Paraplanner Headhunters - Hillcrest 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... More than 30 days ago
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Paraplanner Hillcrest, eThekwini, ZA Responsibilities and expectations but not limited to: Client data management Responsible for client data recording on the companys internal CRM software applications (XPlan, etc.), ensuring completeness... Monthly More than 30 days ago
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Paraplanner Catch Recruit - Westville, South Africa 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... 3 days ago
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Financial Planning Assistant - KZN Ultra Personnel - Kloof The "Financial Planning Assistant" supports the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate... 0 17 days ago
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