Forever New Vacancies Jobs in South Africa
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Accounting / Finance
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Financial Planning Partner Assistant
Headhunters
East London
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
share this job on whatsappFinancial Partner East London
HeadhuntersEast London
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on the continued operations of team services. Process new account paperwork, including preparation, transfer
Paraplanner
HeadhuntersCape Town City Centre
proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially relevant legislation. Gather, summarise and analyse new client information/data. Working with the Financial manner. Client relationship management. Handling of new application and quotations. Remain up-to-date on the continued operations of team services. Process new account paperwork, including preparation, transfer
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Financial Planning Partner Assistant NEW
HeadhuntersHillcrest
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Financial Partner Hillcrest NEW
HeadhuntersHillcrest
Administration relating to client transfer and new business transactions. Submission of intermediary received from the relevant PPs. Capture and checking of new business documentation to ensure completeness and in alignment to the lodgment rules. Submission of new business application(s), together with supporting PPs. Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients follow up on outstanding requirements to ensure new business transactions are confirmed by the relevant
Administrator - Financial Services NEW
HeadhuntersSouth Africa
Liaising with clients. Data capturing. Processing of new business (life products; local and offshore investments)
Administrator Financial Services Port Elizabeth NEW
HeadhuntersSouth Africa
Liaising with clients. Data capturing. Processing of new business (life products; local and offshore investments)
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