Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Vehicle Medical Aid Group Benefits The opportunity to study a National Diploma in Financial Planning Flexibility
Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) Address all remedial actions from the compliance officer timeously. Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); to demonstrate the ability to work with numbers. Initiative-taking work ethic and able to multi-task.
Insurance claims Experience working on Sage is ESSENTIAL. Ability to work with Excel documents Requirements: At least 2 years P/A or Secretarial experience, working with SAGE. Microsoft Excel experience Immediately Insurance claims Experience working on Sage is ESSENTIAL. Ability to work with Excel documents Requirements: At least 2 years P/A or Secretarial experience, working with SAGE. Microsoft Excel experience Immediately
(tertiary level) Able to handle great amounts of work and handle pressure Excellent computer software
the following: • Plan, assign & review staff work • Support month end & year end close process
best, progressive thinking to keep growing, and working together to deliver trusted advice to help our top performance Passive income creation Flexible working hours Opportunity to join a well-established, reputable
best, progressive thinking to keep growing, and working together to deliver trusted advice to help our top performance Passive income creation Flexible working hours Opportunity to join a well-established, reputable