Search Results: 7 vacancies
...required to collaborate very closely with the financial planning partner and assistant, as well as liaising with the regional business development manager when necessary.
The paraplanner takes responsibility for preparing of client data, data integration, financial...
...complied with
• Daily HR and IR issues (including training, development & performance management)
• Analyse and pre-empt client needs... ...hours
• Attention to detail
• Client service orientated
• Business management principles
• Fully computer literate
•...
...Financial Advisors, in relation to client relationships and key business drivers: retention and acquisition of clients. This is a full-... ...it is maintained or expanded
Participate in training and development as outlined in the individual training plan
Performance Assessment...
...Support and Maintenance – Investigate live issues and resolve where necessary
Assisting with day-to-day product support
Development of new features and optimization of current processes and applications
Client engagement and report scoping
Ability to multitask...
...and accuracy in alignment to relevant client file checklist & lodgment rules
Administration relating to client transfer and new business transactions
Submission of intermediary appointment notes to relevant PPs.
Monitoring the submission of intermediary...
R 180,000 - 300,000 pa
....
Monitor and provide ongoing feedback on how your area of responsibility can be refined and improved.
Role requirements may change subject to the business evolution and requirements Support in any other areas that the business may require from time to time....
...and excellence
• Initiative
• Organising/planning skills
• Productivity driven
• Cost awareness
• Computer literacy
• Business acumen
Qualifications
• Matric and tertiary qualification in Culinary Studies & Upmarket Cooking Skills
• Previous experience...