Role summary
Key responsibilities
Providing administrative support to the financial adviserPreparing documentation for client meetings and reviewsProcessing new business, switches, withdrawals and other client instructionsLiaising with product providers and following up on outstanding requirementsMaintaining…
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ExcelAIUI
- LOCATION
- Somerset West
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- 09 Nov 2026
- CLOSING
- 08 Dec 2026
Source: Job Mail Public Jobs