Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products) clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor (Risk Products) clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified Planning. Knowledge of financial products and services offered by our company. Experience in preparing preparing and presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent 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
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified Planning. Knowledge of financial products and services offered by our company. Experience in preparing preparing and presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent 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
budget and execution of Annual Preventative and Service programs. Planning, scheduling, and execution of Reporting on-site inspections. Manage Service Level Agreement and ad-hoc Service Providers. Participate in the roster during week and weekend days. Work with service contractors. Oversee maintenance-related procurement categories with recurring job requests. Attend service-related emergencies 24/7. Manage all facilities individuals experience. Manage the facilities and service team to perform tasks at the highest quality. (Maintenance
Reference: PE002404-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry but not limited to: Client Services: Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial
Reference: PE002404-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry but not limited to: Client Services: Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial
market trends. Identify and prescribe products or services based on the customer's needs. Promote current
market trends. Identify and prescribe products or services based on the customer's needs. Promote current
potential clients. Create detailed proposals outlining services, pricing, and value propositions. Please note