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Paraplanner Cpt - Cbd
Headhunters
Cape Town City Centre
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance changes in customer circumstances and risk management needs, product offerings available, and changes in product
share this job on whatsappParaplanner
HeadhuntersCape Town City Centre
Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially excel as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance changes in customer circumstances and risk management needs, product offerings available, and changes in product
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
while being flexible to accommodate the changing needs of the clients. Teamwork: be a reliable and productive Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where
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