of new business application(s), together with supporting documentation to relevant PPs.
Reference: PE002315-RW-1 Our client in the Financial Services industry is currently looking to employ employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity awaits of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to
maintain relationships with training institutes; Assist training institutes with stocktakes, ordering process process and clinic day preparation and execution; Assist students with the ordering process; Drive students relevant aspects related to training institutes; Support the National promotional calendar with the Sales developments and innovations to EDSA Staff and Stockists; Assist with ongoing recommendations to drive in store experience for both Retail and Professional lines; Assist Sales team with stockist training histories and
maintain relationships with training institutes; Assist training institutes with stocktakes, ordering process process and clinic day preparation and execution; Assist students with the ordering process; Drive students relevant aspects related to training institutes; Support the National promotional calendar with the Sales developments and innovations to EDSA Staff and Stockists; Assist with ongoing recommendations to drive in store experience for both Retail and Professional lines; Assist Sales team with stockist training histories and
Candidate must have their own vehicle, excellent admin skills, be proficient on CAD and Excel. Pricing Strong communication skills both verbal and written Supports a team environment Principled with a strong team
Candidate must have their own vehicle, excellent admin skills, be proficient on CAD and Excel. Pricing Strong communication skills both verbal and written Supports a team environment Principled with a strong team
guidance on products, prepare orders for delivery, and assist with customer queries. You should demonstrate excellent guidance, and excellent customer service. • Supporting customers by fulfilling placed orders and making are accurately selected, scanned, and packed. • Assisting with order collection, packaging, loading, and supervisor. • Act as part of the team and always assist other members of the team in achieving common goals example of the Company's values Job Requirements: 1. Matric 2. Must be based in the area or closer 3.
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and the compliance officer timeously. Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate
Reference: PE002359-RW-1 Our client in the Financial Services industry is currently looking to employ Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and the compliance officer timeously. Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planning Partner(s). Liaise and orientate
Reference: PE002315-RW-1 Our client in the Financial Services industry is currently looking to employ employ Financial Planning Partner Assistant based in KZN (Gillitts). A wonderful career opportunity awaits of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs to