preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) Address all remedial actions from the compliance officer timeously. Operational support for Portfolio Managers financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation
driver/strategy Low-cost service and origination: providing a quick and efficient service in the department Alignment to the philosophy and delivery of amazing service. To proactively contribute to the profitability expectations for the team. Ensure staff are trained or implement training for growth areas. Regular team meetings organization Supports and encourages the amazing service culture Requirements Minimum Qualification: Matric Competencies: Problem solving Target driven Ability to work under pressure Methodical and organized Accurate
driver/strategy Low-cost service and origination: providing a quick and efficient service in the department Alignment to the philosophy and delivery of amazing service. To proactively contribute to the profitability expectations for the team. Ensure staff are trained or implement training for growth areas. Regular team meetings organization Supports and encourages the amazing service culture Requirements Minimum Qualification: Matric Competencies: Problem solving Target driven Ability to work under pressure Methodical and organized Accurate
Africa is looking to employ the services of a Finance Administrator/Junior Bookkeeper to join their team
it's enthusiasm for excellence throughout its service career to emerge, today, as arguably one of the matters - AFS and Taxes Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).d. Strong and strategic thinking capabilities. Ability to work as a proactive team player in a fast-paced environment
Chief Executive Officer (CEO) JB4397 Durban Market Related | Negotiable for experience We are seeking seeking a visionary Chief Executive Officer (CEO) who thrives in dynamic environments and has a proven track Qualifications: Bachelor's degree in business administration, management, or a related field; MBA or advanced and partners, ensuring high-quality products and services that meet their needs. Team Development: Attract and partners, ensuring high-quality products and services that meet their needs. Team Development: Attract
/>You will be part of the team that oversees back office operations and provides support for trade settlement
Balance Sheet Management. You will assist front office trading by managing trades, cash flows, and instruments
include:
Microsoft Office Suite and Syspro experience • Team Player • Good work ethic • Proactive, able to work independently motivation and commitment to service excellence • You may be required to work overtime from time to time
with other distribution or service channels
Core
maintained through continuous training and development
collections. Pay through the bank stats for Client Services and Sales Preparing monthly revenue estimates Ensuring our databases are in sync with our Policy Administrators Responsible for preparing written financial Experience in Billing and working knowledge of Debicheck Must have Advanced Excel and working experience on Fabric Financial Modelling Experience in the Financial Services Industry would be an added advantage BEHAVIOUR