Planning.
Planning. Knowledge of financial products and services offered by our company. Experience in preparing strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet insurance): Review customers risk coverage in conjunction with changes in customer circumstances and risk quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness additional tasks and services to ensure the continued operations of team services. Process new account
Planning. Knowledge of financial products and services offered by our company. Experience in preparing strategy as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet insurance): Review customers risk coverage in conjunction with changes in customer circumstances and risk quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness additional tasks and services to ensure the continued operations of team services. Process new account
Performance and deadline driven.
Customer focused.
Planning and organising Senior Finance role within a retail/franchise or service industry
the Pharmacy Debtors department of Clicks Group Services. The role will be based at Clicks Head Office ongoing demands from both internal and external customers.
the Accounts Payable Department of Clicks Group Services. The role will be based at Clicks Head Office and Procedures. Delivering Results and Meeting Customer Expectations. Coping with Pressures and Setbacks
payments to ensure adherence to requirements and Service Level Agreements, together with the Finance & equipment is regularly maintained by relevant service providers.
RPO's client, a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join track record in financial planning and advisory services. Responsibilities : Provide comprehensive financial financial planning and investment advisory services to high-net-worth clients. Develop and maintain long-term and present investment strategies, products, and services that align with clients' financial goals. Stay
Management Check & forward Monthly statements to customers Follow up on queries Monitoring debtors balances clients and suppliers Able to develop sound internal customer relationships Uses IT for controlling and improving
Assessment: Review and analyse credit applications from customers (business), to determine their creditworthiness