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 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 the annual review Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present
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 the annual review Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present
About Us: Karibu Networks is a Managed Service Provider (MSP) dedicated to delivering innovative IT solutions solutions and exceptional service to our clients. We pride ourselves on fostering a collaborative and Westville. About Us: Karibu Networks is a Managed Service Provider (MSP) dedicated to delivering innovative innovative IT solutions and exceptional service to our clients. We pride ourselves on fostering a collaborative firewalls. • Proficiency in managing Office 365 and other cloud-based services. • Hands-on experience with
- Increase customer base by selling/marketing financial products telephonically within a contact centre 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
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