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
administration Accurate compounding Provision of general health advice High standards of housekeeping and merchandise with Maths (Essential) Minimum requirements of the Health Professions Council of South Africa for the various Abilities and Job Related Knowledge: Product knowledge (Health isle and OTC) SAPC and relevant legal knowledge
administration Accurate compounding Provision of general health advice High standards of housekeeping and merchandise with Maths (Essential) Minimum requirements of the Health Professions Council of South Africa for the various Abilities and Job Related Knowledge: Product knowledge (Health isle and OTC) SAPC and relevant legal knowledge
Duties: Analyse policy and loss data for renewals Submitting renewals terms and processing policy renewals Loading issuing and activating new policies Endorsements and amendments Policy administration on Cardinal Analyse
Duties: Analyse policy and loss data for renewals Submitting renewals terms and processing policy renewals Loading issuing and activating new policies Endorsements and amendments Policy administration on Cardinal Analyse
Duties: Analyse policy and loss data for renewals Submitting renewals terms and processing policy renewals Loading issuing and activating new policies Endorsements and amendments Policy administration on Cardinal Analyse
Duties: Analyse policy and loss data for renewals Submitting renewals terms and processing policy renewals Loading issuing and activating new policies Endorsements and amendments Policy administration on Cardinal Analyse
years sales experience (previous experience in Health & Fitness or Hospitality industry preferred)
cost-saving measures. Ensure compliance with company policies and procedures, including internet, software and and computer systems utilization policies, safety, and security protocols. Manage office communication the office team. Develop and implement office policies and procedures, including maintaining a workplace