support in basic financial planning. Financial Planning support Formulate effective financial plan documents documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's with changes in customer circumstances and risk management needs, product offerings available, and changes Customer Service Team management Administration Client Relationship Management Gather Policy information Handling of new application and quotations Diary management Reporting of new business statistics Preparation
support in basic financial planning. Financial Planning support Formulate effective financial plan documents documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customer's with changes in customer circumstances and risk management needs, product offerings available, and changes Customer Service Team management Administration Client Relationship Management Gather Policy information Handling of new application and quotations Diary management Reporting of new business statistics Preparation
and supplier industry. We require a Sales and Financial Assistant who is a passionate and intelligent up-to-date financial records and reports - Assist in budgeting and forecasting - Perform financial data analysis due to customer base - Strong knowledge of financial management and sales principles - Proficient in Microsoft
experienced Financial Clerk to join their dynamic company as soon as possible. GENERAL The financial clerk accounting and bookkeeping duties Prepare part of Management reports at the end of each month Additional bookkeeping functions that may be required from time to time by management QUALIFATIONS AND EXPERIENCE • National Senior