working environment and culture Structured bespoke training programme to ensure your success Bespoke Leadership to support you every step of the way, providing training, resources, and mentorship to help you succeed Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy
financial decisions. Analyze changes in goods and services provided to determine cost impact to company. affect prices and profitability of products and services Calculation of manufacturing costs for every product all staff. Coach, direct and train employees. Identify and address training needs. Establish performance
that meet their business objectives, including training of their employees Continuously liaise with all Manage projects according to budget Proactively trains all employees within allocated portfolio, and ensure knowledge on features and benefits of the company's services and offerings Knows and follows the defined processes/business verbal and written Self-motivated and driven Client service orientated Strong organizational skills Keeps up
programme, Policies and Risk Assessment. Assist with training and awareness. Provide reports to management. compliance framework. Training and Awareness: ability to assist with designing training programs to educate Compliance experience Understanding of the financial services and insurance industry essential. Understanding
programme, Policies and Risk Assessment. Assist with training and awareness. Provide reports to management. compliance framework. Training and Awareness: ability to assist with designing training programs to educate Compliance experience Understanding of the financial services and insurance industry essential. Understanding
written and verbal communication skills 2. Customer service orientation 3. High stress tolerance 4. Accuracy similar qualification 2. Sage 300 training and experience 3. Excel training and experience 4. Easyfile experience
written and verbal communication skills 2. Customer service orientation 3. High stress tolerance 4. Accuracy similar qualification 2. Sage 300 training and experience 3. Excel training and experience 4. Easyfile experience
resolve customer queries Accountabilities: Client service delivery and quality - Follow procedures and cooperate cooperate with peers and leader for best possible service delivery Compliance and Risk Management - Defined Periodically conduct surveys with clients and ensure that Service Level Agreements are met - Assist credit controller customer / stakeholder buy-in - Provide effective training and education on scheme benefits and support systems -Periodically conduct surveys with clients and ensure that Service Level Agreements are met -Assist credit controller
resolve customer queries Accountabilities: Client service delivery and quality - Follow procedures and cooperate cooperate with peers and leader for best possible service delivery Compliance and Risk Management - Defined Periodically conduct surveys with clients and ensure that Service Level Agreements are met - Assist credit controller customer / stakeholder buy-in - Provide effective training and education on scheme benefits and support systems -Periodically conduct surveys with clients and ensure that Service Level Agreements are met -Assist credit controller
our organisation and receive leading industry training, a mentorship program, and an ongoing support Excellent networking and communication skills Service-oriented and customer centric Analytical thinker combination of structured classroom training, one-on-ones, on-the-job training, self-study, and mentoring, focused qualities that a Wealth Planner needs You will be trained by proficient professionals committed to helping