rules
Submission of new business application(s), together with supporting documentation to relevant
into xPlan (including relevant client file checklist(s))
Ensure proper record keeping in line with business
storage into XPlan
Distribute communication(s) to clients as stipulated in the client management
and health keeping)
Distribute communication(s) to clients as requested by the Financial Planner
quality supervision. knowledge and adherence to H&S/HR procedures and regulations Maintain exceptional
quality supervision. knowledge and adherence to H&S/HR procedures and regulations Maintain exceptional
advice regarding the application of their specialism(s) to the organisation's planning and operations. Requirements:
manage security and monitor staff and ensure H&S standards are met
Candidate will be responsible for managing the store (s) through execution of the marketing and operations
basic merchandiser duties in a specified retail store/s. Candidates must be able to travel to Port Elizabeth
basic merchandiser duties in a specified retail store/s. Candidates must be able to travel to Newtown Park
planning.
in Pastel (Payments, receipts, Invoices, Journals) S&T Payments Monthly financial reports for the Admin