their Port Elizabeth based team. A University graduate with a 3-year degree (or related qualification) opportunity awaits you. Minimum requirements: University graduate with a 3-year degree (or related qualification)
their Port Elizabeth based team. A University graduate with a 3-year degree (or related qualification) opportunity awaits you. Minimum requirements: University graduate with a 3-year degree (or related qualification)
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial legislation. Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop from different insurers. Additional research information. Assist in drawing up of Wills and estate planning
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial legislation. Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop from different insurers. Additional research information. Assist in drawing up of Wills and estate planning
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planning
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planning
Operations: Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan and Outlook integration). Address all technology issues experienced by the Financial Planning and KPIs: Full awareness and understanding of information available on NAV to support the Financial Planning
relevant team or stakeholder. Provide accurate information and advice to stakeholders to ensure that they Teamwork Examining information (interrogate claims data) Articulating information Upholding standards
relevant team or stakeholder. Provide accurate information and advice to stakeholders to ensure that they Teamwork Examining information (interrogate claims data) Articulating information Upholding standards
skills that will ensure effective conveyance of information and execution of duties in a cross-functional reports by collecting, analysing and summarizing information. Develop and implement financial controls as and maintain fixed asset registers. Prepare information and data for auditors. Prepare budget and monitor