and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
Introduction Large co Description Compliance Management Strategic and Operational level - Risk Management implementation Implement, drive and manage compliance Legal / Risk / Compliance degree. CISA Membership an advantage. 3-5 Years in a Compliance environment Managing a team Financial operations,
Management experience, gained within the Financial Services / Banking industry Exp with Lending products Market Management experience, gained within the Financial Services / Banking industry Exp with Lending products,
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
3-5 years Personal and Commercial Lines (Motor and Non-Motor) Candidate will be responsible for but not working without supervision in Commercial Lines (Motor/Non-Motor)
3-5 years Personal and Commercial Lines (Motor and Non-Motor) Candidate will be responsible for but not working without supervision in Commercial Lines (Motor/Non-Motor)
aspects of commercial and personal lines motor and non motor underwriting including, interalia, risk assessment administration. The underwriter will provide a high quality service and solutions to Account Executives and clients profitable growth, always providing qualitative service levels to internal and external clients A minimum
aspects of commercial and personal lines motor and non motor underwriting including, interalia, risk assessment administration. The underwriter will provide a high quality service and solutions to Account Executives and clients profitable growth, always providing qualitative service levels to internal and external clients A minimum
Consulting firm is recruiting for a Transaction Advisor" You will work with a diverse team of project advisory comprising technical, legal, financial, and empowerment advisors for various project finance projects. Conduct negotiations with support from external legal advisors. - Present investment proposals, feasibility outcomes diligence efforts for projects, working with external advisors for legal, technical, and empowerment aspects
Consulting firm is recruiting for a Transaction Advisor" You will work with a diverse team of project advisory comprising technical, legal, financial, and empowerment advisors for various project finance projects. Conduct negotiations with support from external legal advisors. - Present investment proposals, feasibility outcomes diligence efforts for projects, working with external advisors for legal, technical, and empowerment aspects