Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Knowledge an Advantage. Experience in dealing with Credits The successful incumbent will be required/ be responsible Knowledge an Advantage Experience in dealing with Credits Good Communication Skills Friendly, Upbeat, Polite
Knowledge an Advantage. Experience in dealing with Credits The successful incumbent will be required/ be responsible Knowledge an Advantage Experience in dealing with Credits Good Communication Skills Friendly, Upbeat, Polite
errors Supplying all relevant documentation for credit note authorisation Correctly loading contracts
across debtor systems; Processing debtor invoices, credit notes and reconciliations of loan accounts across
and quantity variances on invoices and requesting credit notes from suppliers where required Completing
errors Supplying all relevant documentation for credit note authorisation Correctly loading contracts
errors Supplying all relevant documentation for credit note authorisation Correctly loading contracts