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Financial Planning Assistant


Job position: Financial Planning Assistant, Johannesburg, Gauteng

Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement... and CRMs initiated and maintained via Xplan tasks. IT and Systems Preparation of client portfolios using Astute......

Job Location: Johannesburg, Gauteng, South Africa

Salary: unspecified

Company: Ultra Personnel

Job posted: 12 Sep 2024

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