business from referral partners. To provide estate planning advice and draw up Wills for clients. To administer forecasting and people management. Advise on estate planning, including the evaluation of current structures legislation to preclude reputational and other risks. Identify and action business development opportunities advantageous, but knowledge of taxes affecting estate planning and trusts is a minimum requirement. CFP is an relationship skills · Good writing and drafting skills · Strategic thinking · Good organisational skills and time
business from referral partners. To provide estate planning advice and draw up Wills for clients. To administer forecasting and people management. Advise on estate planning, including the evaluation of current structures legislation to preclude reputational and other risks. Identify and action business development opportunities advantageous, but knowledge of taxes affecting estate planning and trusts is a minimum requirement. CFP is an relationship skills · Good writing and drafting skills · Strategic thinking · Good organisational skills and time
done timeously • Asses claims for possible fraud risks • Conduct Quality Audits on peers • Investigate
billing process ensuring accuracy and completeness plan, implement and monitor annual budgets, scheduling all productive staff effectively and efficiently. Plan and adjust staff workloads and allocate daily tasks internal and external customers) Proven record of planning and executing projects. Effective management and