closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planner in the financial planning process Key Performance Indicators score on NAV Request assistance and guidance from the Partner Operations Manager
with CRM packages – currently on Pastel Partner Basic accounting knowledge and understanding – journal / Bedfordview or surrounding areas Monthly plus Basic salary and provident fund
with CRM packages – currently on Pastel Partner Basic accounting knowledge and understanding – journal / Bedfordview or surrounding areas Monthly plus Basic salary and provident fund
Spotting and exploiting emerging trends and technologies. Monthly plus Basic salary, medical aid, provident
prior to brainstorms, when instructed to do so, to assist studio in medical / disease entity explanations briefs Attention to detail is key Monthly plus Basic Salary
prior to brainstorms, when instructed to do so, to assist studio in medical / disease entity explanations briefs Attention to detail is key Monthly plus Basic Salary
Supervision of employees where applicable, artisan assistant, apprentice Co-ordination and collaboration of maintaining, etc. Keep Good Housekeeping Monthly plus Basic salary, medical aid, provident fund, life cover
independently with as little assistance from others as possible. Assist customers with troubleshooting compliant with health and Safety acts Monthly plus Basic, med aid, provident fund, company vehicle, fuel
English) Proactive and Disciplined Monthly plus Basic salary, medical aid, provident fund, 13th cheque
English) Proactive and Disciplined Monthly plus Basic salary, medical aid, provident fund, 13th cheque