...underwriting and acceptance of new business transaction
Arranging medicals for clients where required and follow up on outstanding... ...(including relevant client file checklist(s))
Ensure proper record keeping in line with business rules and where relevant, legislation...
Ultra Personnel
Kloof, Durban
26 days ago
...telephonic, written and with clients
Clear credit and criminal record
Previous experience in the financial services industry is a... ...advantage
Benefits
Included in TCTC - group risk, a portion of medical aid, provident fund, gap cover and additional leave days...
...~Advanced Excel experience
~Strong attention to detail
~Strong organizational and communication skills
~Clear credit and criminal record
Benefits
Included in TCTC - group risk, a portion of medical aid, provident fund, gap cover
Additional leave days...
...Manager to join their team in Kloof. On offer is a Basic Salary, Medical Aid, and Provident Fund, Overtime from Saturday afternoon, as... ...have your own reliable transport.Driver's license.Clear Criminal record and a Reasonable Credit record is a must. and these checks will...
...integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records of advice, and ensuring compliance with the company's endorsed advice process (preferred advice process).
The paraplanner is...
...other food on the serving line.
Keeps the serving line well-stocked and clean. May assist in training new employees. Stores and records food leftovers.
Keeps canteen tables, kitchen and other areas clean and orderly.
To ensure that customer expectations are met...