liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility methodology and tool sets only. Categories: Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position. Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planning Partner on planning tools Financial Planning Partner or Business Development Manager can take over the scenario planning function in
An established and growing IT Managed Services company based in Westville is looking for a new sales the sales team by handling administrative tasks, managing customer accounts, and ensuring smooth operations preparation of quotes, proposals, and contracts. Manage and maintain customer records, ensuring accuracy Prepare regular sales reports and presentations for management. Assist with the organization and coordination orientation. Problem-solving abilities. Time management and ability to meet deadlines. Technical aptitude
financial models meeting specific requirements review, manage and amend financial models Perform analysis using with business development and general project management REQUIREMENTS Graduated in 2022/2023 Mathematics
– provisions, accruals, depreciation Capital management Foreign entities vs reporting currencies Payment
for official claims or record of tasks purposes Managing daily tasks and requests for case files in order order to ensure a smooth flow of work Working with managers, quality assurance staff and colleagues in order
for official claims or record of tasks purposes Managing daily tasks and requests for case files in order order to ensure a smooth flow of work Working with managers, quality assurance staff and colleagues in order
National Diploma in Financial Planning Flexibility of managing your own business
National Diploma in Financial Planning Flexibility of managing your own business Rewarding income and uncapped
detail Ability to multitask, set priorities and manage time effectively Well organised Critical thinking
detail Ability to multitask, set priorities and manage time effectively Well organised Critical thinking