Junior Financial Planning Partner Assistant

Adzuna

Durban · South Africa

Salary not listed

Level: Junior
On site or Remote: On-site
Posted: 1h ago

About this role

KEY RESPONSIBILITIES Client Services Provide professional and efficient client service on behalf of the Financial Planning Partner. Act as a primary point of contact for clients and ensure client requirements are followed up and resolved. Implement and maintain administrative processes and controls within the financial planning practice. Liaise with product providers regarding client transactions and requirements. Assist with formal complaint resolution processes where required. Ensure client s…

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