planning). Responsible for complete data integration from the Company's CRM to various “company methodology” Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support Planning Partner(s). Address all remedial actions from the compliance officer timeously. Operational support Indicators score on NAV. Request assistance and guidance from the Partner Operations Manager or Business Development to demonstrate the ability to work with numbers. Initiative-taking work ethic and able to multi-task.
resulting in renewals or sales. Action all requests from credit control team Re-underwrite renewals to ensure of data pertaining to assigned risks. Ability to work overtime, attend functions.
resulting in renewals or sales. Action all requests from credit control team Re-underwrite renewals to ensure of data pertaining to assigned risks. Ability to work overtime, attend functions.
reports and agreements (using inputs and results from financial models) attend meeting and interact with
help you build your career and grow your portfolio. Work directly with clients as their financial wellness (Matric) Degree / BCOM Advantageous Minimum 2-3 years working experience Requirements (Essential) Clear Credit Resources to be able to work remotely when required Skills and Competencies Strong work ethic Excellent networking and fast-paced environment Must be comfortable working with new technologies, and be proficient on a computer
best, progressive thinking to keep growing, and working together to deliver trusted advice to help our top performance Passive income creation Flexible working hours Opportunity to join a well-established, reputable
best, progressive thinking to keep growing, and working together to deliver trusted advice to help our top performance Passive income creation Flexible working hours Opportunity to join a well-established, reputable
sitting amongst the Collections Team. You will be working alongside the Collections Manager and other stakeholders
sitting amongst the Collections Team. You will be working alongside the Collections Manager and other stakeholders