liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM completeness and data field labeling in all applications and tools Responsible for full data update on
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility Advice methodology and tool sets only. Client data management Responsible for client data recording on the the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the Produce clients' comprehensive wealth position Management of joint entities on the Company's internal CRM completeness and data field labeling in all applications and tools Responsible for full data update on
scope to grow. No working experience is required. Applicants must reside in the Bedfordview / Edenvale or experience required To avoid transport issues, Applicants must reside in the Bedfordview / Edenvale or
scope to grow. No working experience is required. Applicants must reside in the Bedfordview / Edenvale or experience required To avoid transport issues, Applicants must reside in the Bedfordview / Edenvale or
organisation within the "financial services and wealth management industry" requires a Commissions Administrator (10%) Support the Centre with general office management tasks including reception and facilities Support line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from client's for professional services) Query management - with product providers on queries (including end statements to third parties where necessary Managing suspense entries in line with internal business
organisation within the "financial services and wealth management industry" requires a Commissions Administrator (10%) Support the Centre with general office management tasks including reception and facilities Support line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from client's for professional services) Query management - with product providers on queries (including end statements to third parties where necessary Managing suspense entries in line with internal business
maximise profits Advising executives and upper management on appropriate costing based on financial data to obtain data for calculations Responsible for managing and facilitating the cost close out of projects
maximise profits Advising executives and upper management on appropriate costing based on financial data to obtain data for calculations Responsible for managing and facilitating the cost close out of projects
Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements
Assurance Implement the agreed solution for clients and manage underwriting and other onboarding requirements