Finding the right Financial Planner is like finding the perfect life partner. Our Liberty Financial Planners are professionally trained to guide our clients through every step of their life-long financial journey. They will adapt to changing needs and help maintain and grow the client's finances. As
vereis Die salaris is n basies van tussen R7000- R10000 plus komissie
We are looking for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape Town, who specialise in supporting clients with holistic financial solutions designed to save clients money, gain greater benefits and build long-term wealth. The company provides
vereis Die salaris is n basies van tussen R7000- R10000 plus komissie
providing local area information. Salary: R10 000 R10000 - R10000 - Monthly
accounting principles and regulations. Salary R8000 to R10000 (Negotiable) R8 000 - R10 000 - Monthly
Ensure that ageing's are in an acceptable format. Any discrepancies to be addressed with the relevant client limits and ageing's into the knowlEDGE system without any errors. Prepare the necessary client reports as stipulated hours of receipt of the ageing from the client. Any deviation from this time standard must be discussed Ensure that client reports are error free. Discuss any discrepancies around client reports with the Specialist submitted timeously to the insurer. Support: Attend to any additional tasks allocated by your Specialist broker
Ensure that ageing's are in an acceptable format. Any discrepancies to be addressed with the relevant client limits and ageing's into the knowlEDGE system without any errors. Prepare the necessary client reports as stipulated hours of receipt of the ageing from the client. Any deviation from this time standard must be discussed Ensure that client reports are error free. Discuss any discrepancies around client reports with the Specialist submitted timeously to the insurer. Support: Attend to any additional tasks allocated by your Specialist broker
Requirements: Qualification in Accounting, Finance or any related field. Proficiency in Pastel accounting software store management By submitting any Personal Information to MPRTC in any form you acknowledge that such “Opt-Out” of electronic communications from us at any time and you also have the right to request us to