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
If you have had extensive Personal Lines (Domestic) Claims Exposure we would like to hear from you. Broker Exposure where you have dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration Administer complete claims process according to defined claims pro
skills Existing relationship with Master's Office Market Related salary
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 client service requirements. ● Proven experience in collections, debt recovery, or financial services, with Strong organizational skills with the ability to manage multiple priorities and deliver results in a fast-paced
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 to assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the potential clinical risks relating to contracted services, and coordinate an appropriate response or action
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies
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 documentation. Develop and execute marketing strategies to promote X Limited’s services and products, while actively Limited. Actively manage client relationships and regularly participate in management meetings for equity partnerships. Actively participate in the development, management, and retention of your direct report. Actively
Objective: - Increase customer base by selling/marketing financial products telephonically within a contact business - Provide efficient, outstanding customer service - Recieve internal training on how to effectively Immiediate availability. Perks Include: Above market income; Uncapped commission, Cash performance bonus
responsible for contacting prospective customers and marketing our products. The successful candidate will be reliable Can work under pressure Excellent customer service skills Self-motivated and resilient R4000 guarenteed