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
Administrative skills 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
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 to foster industry relationships. Strategically cultivate and maintain relationships with key intermediaries Limited. Actively manage client relationships and regularly participate in management meetings for equity
financial planning advice to private and business clients by identifying their Investment and lifestyle needs and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: • Source cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries and/or
financial planning advice to private and business clients by identifying their Investment and lifestyle needs and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: • Source cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries and/or