needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlanPolicy Schedules
needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlanPolicy Schedules
emergencies 24/7. Manage all facilities included in the product offering. Use best business practices to manage
emergencies 24/7. Manage all facilities included in the product offering. Use best business practices to manage
of CMM reports. Co-ordinated Measuring Machine Product safety certification. Fluent in English written
Diploma. Minimum 5 years' experience in a FMCG production facility as a Technical Lead. Minimum 5 years'
reviews when relevant. Work closely with Assistants, Product Provider support people, Wealth Account Managers
Supervise purchases of office refreshments, cleaning products and stationery. Back-up system in place (MDA,
Supervise purchases of office refreshments, cleaning products and stationery. Back-up system in place (MDA,
contribute to a culture of work centric thinking, productivity, service delivery and quality management. Finance: