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Accounting / Finance
- Headhunters
- Last 7 days (1)
Paraplanner
Headhunters
Cape Town City Centre
financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as proposal documents and application documents. Prepare statement/record of advice documentation as required Preparing investment applications, transfers, and documents for client meetings Prepare investment proposals finalising and collating compliance and advice documents. Risk / insurance (long-term insurance): Review appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis, quoting
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as proposal documents and application documents. Prepare statement/record of advice documentation as required Preparing investment applications, transfers, and documents for client meetings Prepare investment proposals finalising and collating compliance and advice documents. Risk / insurance (long-term insurance): Review appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis, quoting
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s))
Creditors Clerk Port Elizabeth
HeadhuntersSouth Africa
forms, emails). Always maintain all creditor documentation of the group companies (computer and manual
Admin Assistant Uitenhage
HeadhuntersSouth Africa
for workshop and parts that are not processed documentation outstanding etc.) Follow up on payments to be
Financial Manager Port Elizabeth
HeadhuntersSouth Africa
software in place and updated regularly. Company documentation safely stored for the minimum period. Systems Systems / Controls / Processes: Establish and document financial systems and controls. Ensure adherence of
Financial Manager
HeadhuntersSouth Africa
software in place and updated regularly. Company documentation safely stored for the minimum period. Systems Systems / Controls / Processes: Establish and document financial systems and controls. Ensure adherence of
Financial Advisor (risk Products)
HeadhuntersCape Town City Centre
partner's practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation
Financial Advisor Cpt - Cbd
HeadhuntersCape Town City Centre
partner's practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation
Financial Advisor (risk Products)
HeadhuntersDurban
partner's practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation
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