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Pps Jobs in South Africa

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  •  Ultra Personnel : Pharmaceutical, Insurance, Engineering

Financial Planning Assistant - Kzn

 Ultra Personnel : Pharmaceutical, Insurance, EngineeringKloof

between Financial Planner and product providers (PPs) Equipped to follow the formal complaint resolution Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment that ongoing fees are received from the relevant PPs Capture and checking of new business documentation together with supporting documentation to relevant PPs Monitoring the underwriting and acceptance of new business transactions are confirmed by the relevant PPs timeously Providing an ongoing service and maintenance


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Financial Planning Assistant Kloof

 Ultra Personnel : Pharmaceutical, Insurance, EngineeringKloof

between Financial Planner and product providers (PPs) Equipped to follow the formal complaint resolution Submission of intermediary appointment notes to relevant PPs. Monitoring the submission of intermediary appointment that ongoing fees are received from the relevant PPs Capture and checking of new business documentation together with supporting documentation to relevant PPs Monitoring the underwriting and acceptance of new business transactions are confirmed by the relevant PPs timeously Providing an ongoing service and maintenance


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