their Port Elizabeth based team. A University graduate with a 3-year degree (or related qualification) opportunity awaits you. Minimum requirements: University graduate with a 3-year degree (or related qualification)
their Port Elizabeth based team. A University graduate with a 3-year degree (or related qualification) opportunity awaits you. Minimum requirements: University graduate with a 3-year degree (or related qualification)
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial legislation. Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop from different insurers. Additional research information. Assist in drawing up of Wills and estate planning
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial legislation. Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop from different insurers. Additional research information. Assist in drawing up of Wills and estate planning
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planning
Operations Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning & KPIs Full awareness and understanding of information available on NAV to support the Financial Planning
Operations: Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan and Outlook integration). Address all technology issues experienced by the Financial Planning and KPIs: Full awareness and understanding of information available on NAV to support the Financial Planning
Operations: Collation of all clients related information (data discovery and fact find) and preparation portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are up to date (XPlan and Outlook integration). Address all technology issues experienced by the Financial Planning and KPIs: Full awareness and understanding of information available on NAV to support the Financial Planning
timesheets, overtime as well as time & attendance information. Responsible for the administration of timekeeping payroll operations by keeping all employee and HR information confidential. Team collaboration as per company
creating more efficient ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive X Plan. Full awareness and understanding of information available on NAV to support the Financial Planning