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
follow-ups and keep clients informed Ensure productivity targets are met Contribute towards and ensure
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 Strong organizational skills with the ability to manage multiple priorities and deliver results in a fast-paced Office suite and other training software/tools Market Related Salary
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 Senior Manager with client specific projects. KEY PERFORMANCE AREAS Understand and add valuable input input into the Scheme's managed care strategy Communicate the managed care strategy back into the operational present the relevant managed care reports for the schemes Articulate the value of the managed care solutions
and own car essential. Duties include: Diary Management Client Liaison General Administration – filing the annual review Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies
and own car essential. Duties include: Diary Management Client Liaison General Administration – filing the annual review Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present 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 Develop and execute marketing strategies to promote X Limited’s services and products, while actively engaging 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
with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners in accordance learners in accordance with the SETA/NOSA Quality Management System requirements. To complete all Portfolios with the relevant assessment guides and Quality Management System work instructions, and to ensure the security thereof. To market NOSA by answering client queries, identifying, and utilising marketing opportunities courses, in order to keep up to date with NOSA products, safety, health, environment and ETD best practices
with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners in accordance learners in accordance with the SETA/NOSA Quality Management System requirements. To complete all Portfolios with the relevant assessment guides and Quality Management System work instructions, and to ensure the security thereof. To market NOSA by answering client queries, identifying, and utilising marketing opportunities courses, in order to keep up to date with NOSA products, safety, health, environment and ETD best practices