To provide support to the Legal Claims Department; regarding the processing of High Risk claims. To quickly resolve claims. Providing guidance to junior staff members where required. To work high risk/overdue claims of other's portfolio where required. To manage a high-risk claims portfolio To ensur
To provide support to the Legal Claims Department; regarding the processing of High Risk claims. To quickly resolve claims. Providing guidance to junior staff members where required. To work high risk/overdue claims of other's portfolio where required. To manage a high-risk claims portfolio To ensur
Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities and opportunities. Arranging appointments for Advisors if necessary (ensuring schedules are attached
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing 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 and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing 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 and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities and opportunities. Arranging appointments for Advisors if necessary (ensuring schedules are attached
functions. Liaison with professional and legal advisors, tax authorities etc. Able to travel if necessary
conduct variance analysis.
Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create
Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create