Qualifications:
in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Treating Customer Fairly. Operations Collation of all clients related information (data discovery and fact pre-population of PCS mandates and applications. All instructions to PM and CRMs initiated and maintained BDM or Financial Planner. Upload scanned copies of all documentation into xPlan (including relevant client (the company's proprietary software that manages all aspects of the Partner's practice). Maintain an accurate
various levels as a Pharmacist Assistant (Qualified, Post Basic and Learner Basic) Skills, Abilities and Job
various levels as a Pharmacist Assistant (Qualified, Post Basic and Learner Basic) Skills, Abilities and Job
communication platforms and develop personalized insurance. All clients to be captured on the CRM system. Duties/Responsibilities: improvement and recommend appropriate solutions. • Capture all client information & maintain accurate records targets. • Stay up to date on industry regulations and best practices in the Insurance industry. • Provide excellent Collaborate with team members to share knowledge and best practices for achieving individual and team goals of industry regulations and best practices for client’s portfolio. The post Financial Administrator – Retail
reconciliations. Propose and implement financial best practices. Maintain a documented system of accounting policies and procedures. Ensure compliance with all statutory requirements. Forecast cash flow positions and staff. SAIPA (newly qualified) or 1-3 years post article experience 3 Years' experience as an accountant
hiring process.Job Posting and Advertising:
team that doesnt settle for anything other than the best.
This multinational is present on five continents
preferably at a big 4 audit firm
1-2 years post article experience
JD Edwards or Oracle experience
contact, identifying critical decision makers with all stakeholders (Client, Insurers, etc) ; Client Communication company procedures Perform Administration Collate all relevant information once opportunity is presented Mandate. Negotiate with Market (Insurers) and obtain best possible proposals. Present to Potential Client Regulatory Exam Higher Certificate in Insurance Post matric qualification is an advantage (BComm) Risk/Accounting
contact, identifying critical decision makers with all stakeholders (Client, Insurers, etc) ; Client Communication company procedures Perform Administration Collate all relevant information once opportunity is presented Mandate. Negotiate with Market (Insurers) and obtain best possible proposals. Present to Potential Client Regulatory Exam Higher Certificate in Insurance Post matric qualification is an advantage (BComm) Risk/Accounting