Umhlanga are seeking a confident Revenue/Commission Specialist to work within the Operations Department. Interpret
tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company's set guidelines. Full and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
Compliance Specialist team. 20-30% of time spent on Supporting the Compliance Specialist team on day-to-day
Umhlanga are seeking a confident Revenue/Commission Specialist to work within the Operations Department. Interpret
tracking of all leads received by the Wealth Specialist team such that these leads are contacted and reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company's set guidelines. Full and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
Compliance Specialist team. 20-30% of time spent on Supporting the Compliance Specialist team on day-to-day
London-based Mortgage Specialists seek a SA CEMAP Broker with 5 years of UK mortgage experience, who
London-based Mortgage Specialists seek a SA CEMAP Broker with 5 years of UK mortgage experience, who
production levels Access to Liberty Product Specialists A bespoke EQ-FIN Academy program that includes
use of the Fund's internal capacity-building specialist skills and/or sources of specialised external the development and facilitation of the Fund's specialist partner training manuals/modules and training