Role summary
The Financial Planning Partner Assistant will provide comprehensive administrative, operational, and client services support to Financial Planning Partners, acting as the primary liaison between the practice, clients, and product providers.Key responsibilities: Manage end-to-end client onboarding…
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CRMExcelAIiOSUI
- LOCATION
- Port Elizabeth, Eastern Cape
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- 23 Oct 2026
- CLOSING
- 20 Nov 2026
Source: Job Mail Public Jobs