Financial Planning Partner Assistant
Employer via Adzuna
Durban Posted today Closes 22 Nov
Type
Full-time
Pay
Not disclosed
Experience
Entry level
Work setup
On site
Category
Admin & Office
About the job
KEY RESPONSIBILITIES Client Services & Administration Provide professional client service and act as a key contact for clients. Prepare client documentation and assist with financial planning meetings and reviews. Manage client onboarding, FICA/AML documentation and compliance requirements. Process new business applications, transfers and policy amendments. Liaise with product providers regarding applications, underwriting, fees and outstanding requirements. Assist with client queries and compl…
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This employer takes applications on their own site.
Read the full advert and apply on Adzuna