in the Financial Planning practice(s) (including all transactions, queries, reporting etc.).
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained Financial Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
processes within all areas of your departments, 4. Ensure customer satisfaction at all times – attend to required by the company. 3. Show a courteous manner at all times to both customers and other company employees per the company dress code policy. 7. Ensure that all jobs issued to you are carried out in a professional courteous manner and that upon completion of the job all documentation is accurately completed and left in presentable condition. 8. Promote relationships with all of the company's customers and suppliers that reflect
processes within all areas of your departments, 4. Ensure customer satisfaction at all times – attend to required by the company. 3. Show a courteous manner at all times to both customers and other company employees per the company dress code policy. 7. Ensure that all jobs issued to you are carried out in a professional courteous manner and that upon completion of the job all documentation is accurately completed and left in presentable condition. 8. Promote relationships with all of the company's customers and suppliers that reflect
Durban, Hillcrest. Position is Remote. Duties: Follow all the steps of financial planning in the sales process solutions Implement, review and monitor solutions Obtain all necessary documents Meet ongoing education and professional
Durban, Hillcrest. Position is Remote. Duties: Follow all the steps of financial planning in the sales process solutions Implement, review and monitor solutions Obtain all necessary documents Meet ongoing education and professional
successful candidate will be responsible for overseeing all aspects of production, ensuring efficiency, cost-effectiveness productivity and performance while reducing costs. Ensure all production deadlines are met without compromising contractors to secure the best deals and ensure that all components meet our specifications and quality standards
successful candidate will be responsible for overseeing all aspects of production, ensuring efficiency, cost-effectiveness productivity and performance while reducing costs. Ensure all production deadlines are met without compromising contractors to secure the best deals and ensure that all components meet our specifications and quality standards
Environmental Compliance - Ensure compliance with all relevant legislation and oversee the maintenance administration efficiently, maintaining records and ensuring all statutory filings are done timely.