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Financial Planning Partner Assistant (Half Day)


Job position: Financial Planning Partner Assistant (Half Day), Cape Town, Western Cape

of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial... internal CRM) tasks. IT and Systems: Preparation of client portfolios using Astute and / or product provider information......

Job Location: Cape Town, Western Cape, South Africa

Salary: unspecified

Company: Headhunters

Job posted: 29 May 2024

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