Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing Procurement of new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing Procurement of new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing Procurement of new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing Procurement of new business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine
internal business reporting and controlling. Financial control over inventory and assets and monthly logical reasoning Structuring complex information in terms of their relevance and make a conclusion. Good time
The Sales Manager – South Africa will develop long-term relationships with the Clients interpreting their
challenge yourself every day and develop a long term, fulfilling career. We pride ourselves in offering
challenge yourself every day and develop a long term, fulfilling career. We pride ourselves in offering