Safety (H&S):
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc Submission of new insurance business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc Submission of new insurance business application(s), together with supporting documentation to relevant into xPlan (including relevant client file checklist(s)). Ensure proper record keeping in line with business safe storage into XPlan. Distribute communication(s) to clients as stipulated in the client management registration and health keeping) Distribute communication(s) to clients as requested by the Financial Planner
processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc
/>Submission of new insurance business application(s), together with supporting documentation to relevant
into xPlan (including relevant client file checklist(s)).
Ensure proper record keeping in line with
storage into XPlan.
Distribute communication(s) to clients as stipulated in the client management
and health keeping)
Distribute communication(s) to clients as requested by the Financial Planner
bilingual (Afrikaans and English)
re-routes appointment/meetings on behalf of manager/s
DriveRisk or DriveCam system(s)
expenses
re-routes appointment/meetings on behalf of manager/s Co-ordinates calendars for the team and schedules