client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills, especially or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken or capturing of client payments and requests. As part of financial planning process: Cash flow and performance management with any general office duties, from time to time. Respond to client inquiries. Interacting with Responds to requests for service in a professional, timely and thorough manner ensure high levels of quality
Pastel, MS Office and Caseware Ability to work as part of a team Detail orientated Ability to work under pressure Own transport essential (including valid SA driver's license) Annual market - related package negotiable
new critical commercial function which will form part of the company's succession planning. Opportunity dealing with different languages, cultures & time zones working. REQUIREMENTS Matric, Degree in Finance different languages with different cultures and time zones Strong communication and interpersonal skills adjustments. Oversee the preparation of quarterly cost driver schedules, encompassing both macro and local economic roll-outs, ensuring successful implementation and timely delivery. Manage the development and deployment
new critical commercial function which will form part of the company's succession planning. Opportunity dealing with different languages, cultures & time zones working. REQUIREMENTS Matric, Degree in Finance different languages with different cultures and time zones Strong communication and interpersonal skills adjustments. Oversee the preparation of quarterly cost driver schedules, encompassing both macro and local economic roll-outs, ensuring successful implementation and timely delivery. Manage the development and deployment
oversee the collection of outstanding debts, ensuring timely payments from clients and minimizing bad debt risk accounts receivable process, ensuring accurate and timely billing and collections. Client Communication: particularly Excel. Ability to work independently and as part of a team. High attention to detail and organizational your resume to www.flairtm.co . Join us and be a part of a team that values excellence and drives success
oversee the collection of outstanding debts, ensuring timely payments from clients and minimizing bad debt risk accounts receivable process, ensuring accurate and timely billing and collections. Client Communication: particularly Excel. Ability to work independently and as part of a team. High attention to detail and organizational your resume to www.flairtm.co . Join us and be a part of a team that values excellence and drives success
This role will report directly to the COO and form part of the executive team. The individual must be an Afrikaans languages. Must have they own car and valid drivers license to travel to the various branches. Duties financial planning Must have they own car and valid drivers license to travel to the various branches Must
captured within required turnaround times and before relevant cut off times. . § Attending to queries from internal customers and responding to queries on time and diligently. § Providing clients/ IFA's with Coordinator. § Add hoc duties as may be required from time to time. Requirements § Relevant experience – Relevant Competencies § Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills self-motivated § Ability to work effectively as part of a team but also independently. § Ability to accept
captured within required turnaround times and before relevant cut off times. . § Attending to queries from internal customers and responding to queries on time and diligently. § Providing clients/ IFA's with Coordinator. § Add hoc duties as may be required from time to time. Requirements § Relevant experience – Relevant Competencies § Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills self-motivated § Ability to work effectively as part of a team but also independently. § Ability to accept