as facilitate case management programmes where applicable to assist claimants in their return to work. (include but is not limited to): • Evaluate claims forms and supporting documentation in preparation of making
servicing of all our existing private clients that form part of the Wealth Team's allocated client book of all deal packs, cover schedules and will applications, submitted by Wealth Specialists are completed
as facilitate case management programmes where applicable to assist claimants in their return to work. (include but is not limited to): • Evaluate claims forms and supporting documentation in preparation of making
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that reviews Checking of all deal packs and will applications to ensure that they are completed correctly
procedure, disciplinary procedure in line with applicable laws. Provide input into learning programs and Ensure timeous ordering of office consumables and form part of auditing and stock taking. Prepare and provide
analyse and report on development targets in the form of development time and budget. Ensure compliance internal customers. Finance: Manage the Capex application and implement any specific tooling required for
client's financial situation, long-term goals, and applicable tax laws. Tax Compliance : Preparing and filing implications, and accurately completing the required tax forms. Tax Research : Staying up-to-date with changes
client's financial situation, long-term goals, and applicable tax laws. Tax Compliance : Preparing and filing implications, and accurately completing the required tax forms. Tax Research : Staying up-to-date with changes
Committee and Board papers, most notably in the form of detailed financial analysis. Support the preparation Project Finance modelling, including VBA and application of industry best practices. Microsoft Office
Committee and Board papers, most notably in the form of detailed financial analysis. Support the preparation Project Finance modelling, including VBA and application of industry best practices. Microsoft Office