Desk/Reception is effectively and efficiently managed at all times to provide members with a positive necessary
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 assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the present the relevant managed care reports for the schemes Articulate the value of the managed care solutions
own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
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
financial planning advice to private and business clients by identifying their Investment and lifestyle needs new business opportunities and develop and Implement strategies, and manage individual and corporate relationships Key Accountabilities: • Source, develop and cultivate your own client base by networking, referrals and and prospecting • Meet clients in person to provide them with financial planning advice and solutions advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities
financial planning advice to private and business clients by identifying their Investment and lifestyle needs new business opportunities and develop and Implement strategies, and manage individual and corporate relationships Key Accountabilities: • Source, develop and cultivate your own client base by networking, referrals and and prospecting • Meet clients in person to provide them with financial planning advice and solutions advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities
access to a range of specialist support staff Development and career progression Opportunity to benefit subsidiary to allow advisors to broker note their clients with Opportunities to qualify for various incentives event the adviser passes away or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months'
access to a range of specialist support staff Development and career progression Opportunity to benefit subsidiary to allow advisors to broker note their clients with Opportunities to qualify for various incentives event the adviser passes away or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months'
access to a range of specialist support staff Development and career progression Opportunity to benefit subsidiary to allow advisors to broker note their clients with Opportunities to qualify for various incentives event the adviser passes away or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months'