Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that reviews Checking of all deal packs and will applications to ensure that they are completed correctly
overtime when operationally required. Travelling forms a major part of this role. Travel on projects two
to complete their SAICA Training Contracts which forms a significant part of the Chartered Accountant (SA)
regarding deductions etc and completion of withdrawal forms Overseeing the Medical aid / Retirement reconciliation
regarding deductions etc and completion of withdrawal forms Overseeing the Medical aid / Retirement reconciliation
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
assessment, and financial analysis of funding applications, as well as conducting post-investment due diligence Responsibilies: Perform eligibility screening of new applications for funding in terms of the client's criteria and mandate. Conduct commercial screening of applications in terms of the client's commercial assessment reports with recommendations on whether the applications should be accepted or rejected. Prepare financial commercial screening process of new applications. Liaise with applicants, request information, meet with
analyze an applicant's relevant history and records Obtain additional information about an applicant to determine recommendations on whether or not to approve an application Help agents determine premium costs Evaluate
analyze an applicant's relevant history and records Obtain additional information about an applicant to determine recommendations on whether or not to approve an application Help agents determine premium costs Evaluate