Attending to all existing client queries and request timeously and professionally thereby offering the recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by the various client needs and risk profile analysis tools and approaches used to meet client's varying financial
will be to manage and grow their portfolio of clients while providing financial planning advice. To generate generate leads, set up appointments, meet clients and close the deal. To do an investment needs analysis and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis drives in your region. To effectively service your clients that may be in other centers limited travelling travelling may be required Flexibility is required as clients from time to time request consultations outside
that all clients are invested in line with its respective model portfolio taking any client specific completely and ensure execution across our model and clients portfolios. Conduct technical analysis of instruments through and ensure execution across our model and clients portfolios. Ensure that you use the systems available
business strategy. Client risk projects such as Anti Money Laundering including Client Due Diligence, Watch
Specialists seek a SA CEMAP Broker with 5 years of UK mortgage experience, who decided to move back to to get back into UK mortgages using their Skills. You must be a qualified CEMAP UK mortgage broker. R260
Specialists seek a SA CEMAP Broker with 5 years of UK mortgage experience, who decided to move back to to get back into UK mortgages using their Skills. You must be a qualified CEMAP UK mortgage broker. R260
Specialists seek a SA CEMAP Broker with 5 years of UK mortgage experience, who decided to move back to to get back into UK mortgages using their Skills. You must be a qualified CEMAP UK mortgage broker.
Salt Our client is seeking a dedicated Bicycle Claims Specialist to join their team. This role involves a seamless and supportive experience for their clients. The ideal candidate will possess technical bicycle validating reported insurance claims. Answer incoming calls and provide customers with empathy, certainty, guidance repairers. Resolve complaints and disputes from clients, suppliers, or service providers within agreed completion of all work daily, including telephone calls, tasks, and claims. Qualifications and Skills: Strong
Salt Our client is seeking a dedicated Bicycle Claims Specialist to join their team. This role involves a seamless and supportive experience for their clients. The ideal candidate will possess technical bicycle validating reported insurance claims. Answer incoming calls and provide customers with empathy, certainty, guidance repairers. Resolve complaints and disputes from clients, suppliers, or service providers within agreed completion of all work daily, including telephone calls, tasks, and claims. Qualifications and Skills: Strong
responsible for: