Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
Reference: SW004644-AM-1 Our client, an investment firm with with offices in Somerset West and the UK, is seeking to employ an Accountant. Reporting to the Finance Director, the candidate will be required to drive efficiency, monitor workflows throughout the finance section and support and advise al
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information;
Well organized – proactive, rigorous and flexible Service-oriented and courteous Capable of working with