servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to Xplan on a
servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to Xplan on a
Alteration Quotes to be done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Ensuring that all Compliance documentation is saved on X-plan and that compliance documentation and Financial appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
Alteration Quotes to be done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Ensuring that all Compliance documentation is saved on X-plan and that compliance documentation and Financial appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
RELATIONSHIPS Internal Group Chief Executive Officer, Chief Operating Officer, Client Development Team, Campaign Campaign Manager, Head of Sales, Head of Compliance. External Develop good strategic relationships with all initiatives for the Group together with the Chief Client Officer/Executive Team to maximise the company's business strategy/objectives. Proactively advise the Chief Client Officer and of these factors and suggest strategies to RELATIONSHIPS Internal Group Chief Executive Officer, Chief Operating Officer, Client Development Team, Campaign
RELATIONSHIPS Internal Group Chief Executive Officer, Chief Operating Officer, Client Development Team, Campaign Campaign Manager, Head of Sales, Head of Compliance. External Develop good strategic relationships with all initiatives for the Group together with the Chief Client Officer/Executive Team to maximise the company's business strategy/objectives. Proactively advise the Chief Client Officer and of these factors and suggest strategies to RELATIONSHIPS Internal Group Chief Executive Officer, Chief Operating Officer, Client Development Team, Campaign
placed; Generating customer quotes, sales orders and tax invoices; calculate pricing, profit / margin % calculations
placed; Generating customer quotes, sales orders and tax invoices; calculate pricing, profit / margin % calculations
operations and customer satisfaction. Ensure compliance with company policies, procedures, and sales Province market and industry trends. Proficiency in MS Office Suite. Willingness to travel within the Gauteng
RELATIONSHIPS Internal Group Chief Executive Officer, Chief Operating Officer, Client Development Team, Campaign Campaign Manager, Head of Sales, Head of Compliance. External Develop good strategic relationships with all initiatives for the Group together with the Chief Client Officer/Executive Team to maximise the company's business strategy/objectives. Proactively advise the Chief Client Officer and of these factors and suggest strategies to