Partner and is the liaison person between the practice and the regional office / head office. Categories: processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding tasks to manage client records and organization of practice. Prepare for clients reviews as per client review software that manages all aspects of the Partner’s practice). Maintain an accurate diary system. (XPlan &
Partner and is the liaison person between the practice and the regional office / head office. Categories: processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding tasks to manage client records and organization of practice. Prepare for clients reviews as per client review software that manages all aspects of the Partner's practice). Maintain an accurate diary system. (XPlan and
Partner and is the liaison person between the practice and the regional office / head office. Categories: processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting acceptance of new business transactions. Arranging medicals for clients where required and follow up on outstanding tasks to manage client records and organization of practice. Prepare for clients reviews as per client review software that manages all aspects of the Partner's practice). Maintain an accurate diary system. (XPlan and
the Trade Mark Director in the management of her practice and to ensure that clients’ work is completed applications Assistance in the day to day running of the practice The following skills and experience is required:
without associated losses; to include running medical assessment through COA or valuing against defined
without associated losses; to include running medical assessment through COA or valuing against defined
– corporate experience will not be considered Practical Experience with compiling travel packages and
Services Group (Pty) Ltd supports the global fair practice and business ethics on the continuous development
corporate experience will not be considered
Practical Experience with compiling travel packages and
equipment are adequate and safe for use Promotes safe practice at the job site Enforce safety guidelines Trains