Our client based in Claremont is looking for a talented and motivated Bookkeeoer to join their team. Monthly payroll processing, bi-annual filings and IPR5 EMP501 submissions for clients. Maintain and build relationships relationships with client base. Key Competencies: High attention to detail. Team player with the ability
dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment a Paraplanner, you'll play a pivotal role in supporting a financial planning practice. From conducting tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch administrative tasks and client interactions, all within a collaborative and supportive team environment. Where vibrant suburb of Newlands, Cape Town. They have a client-centric approach and undoubtable commitment to
dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment a Paraplanner, you'll play a pivotal role in supporting a financial planning practice. From conducting tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch administrative tasks and client interactions, all within a collaborative and supportive team environment. Where vibrant suburb of Newlands, Cape Town. They have a client-centric approach and undoubtable commitment to
equivalent
will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive comprehensive proposals and financial needs analysis for clients. From constructing asset allocation reports to drafting will directly contribute to enhancing the overall client experience and driving business growth. With constant wealth manager who has been looking after their clients for over 30 years. They manage the wealth of individuals with industry leaders in a supportive and dynamic environment. Our client offers a culture that values
will play a crucial role in providing technical support to Wealth Managers and preparing comprehensive comprehensive proposals and financial needs analysis for clients. From constructing asset allocation reports to drafting will directly contribute to enhancing the overall client experience and driving business growth. With constant wealth manager who has been looking after their clients for over 30 years. They manage the wealth of individuals with industry leaders in a supportive and dynamic environment. Our client offers a culture that values
building financial solutions in SQL Server and supporting Software Development frameworks & exposure self. Train/Support/Coach junior members of team. Communicate with Directors and clients. Extend and Building financial solutions in SQL Server and supporting Software Development frameworks. Exposure to presenting to clients and team members. Pays attention to detail. Safeguards integrity of sensitive client data
Managers Client report back presentation generation and checking Communication with clients and responding an understanding of all portfolios they work on. Client and internal report generation. Checking of reports members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios. Providing services in relation to discretionary managed clients. Monitor and assess incumbent and current managers research teams. Understands the construction of client portfolios and products that target different kinds
exceptional service and peace of mind to their clients and strives to exceed expectations by consistently underwriting processes and guidelines. Contact potential clients for tele-underwriting and make appropriate decisions high-level service excellence when interacting with clients, sales agents, and colleagues over the phone. Update and saved forms in the client folder. Send decline notifications to clients whose applications were were unsuccessful. Update client contact details if underwriting cases are insufficient to meet daily targets
software, maintain existing software while resolving support queries and learning about data, financial data maintain existing software solutions. Resolve support queries. REQUIREMENTS: Qualifications – Undergraduate attention to detail. Safeguards integrity of sensitive client data. Quick learner. Strong interest in Software