processing and following up on applications (also checking that applications are
completed correctly) all
new business and/or client servicing;
as well as uploading quotations meeting with the
clients;
processing and following up on applications ( also checking that applications are completed correctly) , servicing accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror preparing portfolio's via Astute, Fact Finding, checking them as well as uploading quotations prior to prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control them updated; Following up on leads and campaigns; Check the database for possible new business and ensure
processing and following up on applications ( also checking that applications are completed correctly) , servicing accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror preparing portfolio's via Astute, Fact Finding, checking them as well as uploading quotations prior to prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control them updated; Following up on leads and campaigns; Check the database for possible new business and ensure
debtors for payments, process change to debtors status after weekly debtors meeting. Minimum 5 years experience
year cycle. Actively assessing, identifying and checking client's portfolio, segmentation groups, opportunities accompany all new business and/or client servicing. Checking that the Record of Advice (ROA) and FNA mirror
year cycle. Actively assessing, identifying and checking client's portfolio, segmentation groups, opportunities accompany all new business and/or client servicing. Checking that the Record of Advice (ROA) and FNA mirror
year cycle. Actively assessing, Identifying and checking clients portfolio, segmentation
client servicing. Checking that the Record of Advice (ROA) and FNA mirror
information.
Summarise current financial status by collating information, preparing balance sheets
reports to head office Seeing that all machinery is checked over in accordance with health and safety legislation