processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating lodgment rules. Submission of new 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
of people
kept clean at all times
Ensure that H&S standards are being maintained and adhered to
Programme Manager / Product Owner, Project Manager/s and team with planning, finance, and reporting requirements of the successful implementation of an Initiative/s and may be required to assist with ad-hoc requests Programme Manager /
Programme Manager / Product Owner, Project Manager/s and team with planning, finance, and reporting requirements of the successful implementation of an Initiative/s and may be required to assist with ad-hoc requests Programme Manager /
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
advantageous
required duties for the client's subsidiary company(s).Salary:
Market
general computer skills (MS Office)
SA Driverâs license
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Kindly note that if you have