Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing
dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
Existing relationship with Master's Office Market Related salary
Our client is on the search for a Collections Training Facilitator. As a Collections Training Facilitator You will be working alongside the Collections Manager and other stakeholders to design, develop, and training materials, booking training venues, and managing training documentation. QUALIFICATIONS ● NQF Level collections ● Advanced understanding of financial management principles ● Advanced knowledge of Skills Development development and alignment ● Detailed understanding client service requirements. ● Proven experience in collections
To manage the Hospital Benefit Management Department, provide clinical oversight and training, incorporating incorporating the philosophy of Demand Management. To identify areas of clinical risks and assist in mechanisms assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the Proactively identify any potential clinical risks relating to contracted services, and coordinate an appropriate
own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
bookkeeping up to trial balance, management accounts and payroll for clients. Responsible for calculating high-level accounting duties. Preparing accounting work relating to compilations of annual financial statements and Review of management accounts. Writing up of more complex accounting records of clients. Review monthly hoc accounting and tax work Maintain excellent client relationships. Degree, Diploma or Certificate in
Coast. Company Name: Blue Desk Recruitment. My client provides loan finance to SMEs - you must come from Responsibility: Take complete ownership of financial management, encompassing income and expenses, within the due diligence, deal structuring and portfolio management for wholly owned property acquisitions, joint Limited. Actively manage client relationships and regularly participate in management meetings for equity partnerships. Actively participate in the development, management, and retention of your direct report. Actively
skills along with the ability to prospect new clients are essential. Being a Financial Adviser is listed Assisting people to manage their wealth holistically Provide solutions for clients Requirements: Matric Matric Finance related degree (preferable) Clear criminal and credit records Laptop Benefits: Training, supervision