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 3 Years experience in the financial planning industry, Proficiency in financial planning software and
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
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 collections staff on relevant laws, regulations, and industry standards governing debt collection practices training materials, booking training venues, and managing training documentation. QUALIFICATIONS ● NQF Level collections ● Advanced understanding of financial management principles ● Advanced knowledge of Skills Development
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 present the relevant managed care reports for the schemes Articulate the value of the managed care solutions
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
life. Financial Advisers are there to help their clients plan for the future they want by developing financial New business development Offering solutions to clients based on their financial situation Financial needs professional practice under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) credit record Clear criminal record Laptop Vehicle Industry experience (advantageous) Skills: Honesty and as your Manager and will therefore get training from someone who has experienced the industry firsthand
life. Financial Advisers are there to help their clients plan for the future they want by developing financial New business development Offering solutions to clients based on their financial situation Financial needs professional practice under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) credit record Clear criminal record Laptop Vehicle Industry experience (advantageous) Skills: Honesty and as your Manager and will therefore get training from someone who has experienced the industry firsthand
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 clarity in all documentation. Develop and execute marketing strategies to promote X Limited’s services and presentations and networking activities to foster industry relationships. Strategically cultivate and maintain