client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that
Commercial Operations. Relevant Financial Degree/Diploma NQF Level 6/7. Min 3 years' working experience
IN FOURWAYS AREA Qualifications and Skills Minimum 6 years bookkeeping experience essential Sage Online required Very good Microsoft Excel skills High level of accuracy and attention to detail Excellent communication qualification (work experience) is essential for this role 6 years experience with creditors, debtors and cashbook
operations, controlling costs, and reporting on financial performance.
client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking for their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that
opportunities, develop a strategy and sales plan, execute the plan, and achieve established objectives. Meet management. Maintain and grow existing accounts through planned visits and teamwork. Keep the team informed by including daily call reports (scrums), weekly work plans (to the Senior Sales Consultant), and monthly and customer satisfaction by delivering the highest level of customer service in the industry. Support regional multiple aspects of our business. Maintain stock levels and perform stock takes for your area. Matric Strong
opportunities, develop a strategy and sales plan, execute the plan, and achieve established objectives. Meet management. Maintain and grow existing accounts through planned visits and teamwork. Keep the team informed by including daily call reports (scrums), weekly work plans (to the Senior Sales Consultant), and monthly and customer satisfaction by delivering the highest level of customer service in the industry. Support regional multiple aspects of our business. Maintain stock levels and perform stock takes for your area. Matric Strong
develop a comprehensive sales strategy, and execute plans to achieve set objectives. Sales Performance: Achieve Maintain and expand existing accounts through planned visits and team collaboration. Reporting: Keep including daily call reports (scrums), weekly work plans, and monthly and annual territory analyses. Issue customer satisfaction by delivering the highest level of service in the industry. Business Development: business. Inventory Management: Maintain stock levels and perform stock takes in your area. Advantageous
administration according to company's Standard Operating Plans (SOPs). Job Objectives: High standards of customer Professions Council of South Africa for the various levels as a Pharmacist Assistant (Qualified, Post Basic Instructions and Procedures Relating and Networking Planning and Organising Kindly note only applicants who
administration according to company's Standard Operating Plans (SOPs). Job Objectives: High standards of customer Professions Council of South Africa for the various levels as a Pharmacist Assistant (Qualified, Post Basic Instructions and Procedures Relating and Networking Planning and Organising Kindly note only applicants who