Sell annuities that pay an income at retirement. Assist clients during the claims process. Maintain electronic
Sell annuities that pay an income at retirement. Assist clients during the claims process. Maintain electronic
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others Operational process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others Operational process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistant's Interaction with individuals at the Centre on
independently with as little assistance from others as possible. Assist customers with troubleshooting
Supervision of employees where applicable, artisan assistant, apprentice Co-ordination and collaboration of