Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what for What you'll be doing (and why you'll enjoy it) You will support a small team of Financial Planners with insurance companies, investment platforms and clients. You will also aid the Financial Planners with processing investments, risk, medical aid, trusts and estates. You will also monitor all activities relating to clients
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what for What you'll be doing (and why you'll enjoy it) You will support a small team of Financial Planners with insurance companies, investment platforms and clients. You will also aid the Financial Planners with processing investments, risk, medical aid, trusts and estates. You will also monitor all activities relating to clients
recovery progress and address any concerns/risks. You must be comfortable engaging with owners/executives/admin strong, lasting relationships. Account Development You will be required to identify opportunities to expand new and existing client accounts allocated to you. You will also collaborate with clients to understand and align services accordingly. Admin Coordination You will work closely with the Branch to ensure a thorough thereof. You will coordinate the handover process, ensuring timely and successful outcomes. You will maintain
recovery progress and address any concerns/risks. You must be comfortable engaging with owners/executives/admin strong, lasting relationships. Account Development You will be required to identify opportunities to expand new and existing client accounts allocated to you. You will also collaborate with clients to understand and align services accordingly. Admin Coordination You will work closely with the Branch to ensure a thorough thereof. You will coordinate the handover process, ensuring timely and successful outcomes. You will maintain
Durbanville, Western Cape. As the successful candidate, you will play a pivotal role as the guardian of project industry is an advantage. Contact Hire Resolve for you next career-changing move. Our client is offering or Henker Harmse at Hire Resolve or on LinkedIn You can also visit the Hire Resolve website: hireresolve will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
Manager, you will be responsible for leading and managing audit engagements for clients. You will work ve.us.com You can also visit the Hire Resolve website: hireresolve.us We will contact you telephonically telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your resume resume on file and contact you regarding any future vacancies that arise.
Riana Hattingh at RPO Recruitment or on LinkedIn You can also visit the RPO Recruitment website: rporecruitment will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
NOTE : Thank you for your interest in this position, we will review and be in touch if you are suitable Please accept your application as unsuccessful if you had no feedback within 7 days of applying. Your CV please download our EBOOK which will hopefully help you understand our process and how we work. When applying scanned. Scanned CV's will not be considered. If you are unable to apply through the link we have provided stop/renew adverts. By applying to our adverts, you accept our POPI Act policy, a copy which be found
NOTE : Thank you for your interest in this position, we will review and be in touch if you are suitable Please accept your application as unsuccessful if you had no feedback within 7 days of applying. Your CV please download our EBOOK which will hopefully help you understand our process and how we work. When applying scanned. Scanned CV's will not be considered. If you are unable to apply through the link we have provided stop/renew adverts. By applying to our adverts, you accept our POPI Act policy, a copy which be found
Durbanville, Western Cape. As the successful candidate, you will play a pivotal role as the guardian of project industry is an advantage. Contact Hire Resolve for you next career-changing move. Our client is offering or Henker Harmse at Hire Resolve or on LinkedIn You can also visit the Hire Resolve website: hireresolve will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable suitable, we will put your CV on file and contact you regarding any future vacancies that arise. See Description