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Ultra Personnel : Pharmaceutical, Insurance, Engineering
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Paraplanner Kloof NEW
Ultra Personnel : Pharmaceutical, Insurance, Engineering
Kloof
Planner in the data fulfilment and preparation of administration for insurance clients. The Paraplanner is required Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner financial planning tools Pass competence assessment by Business Development Managers and Financial Planner on (IWP) to a level where the Financial Planner or Business Development Manager can take over the scenario compliant Ensure proper record keeping in line with business rules and where relevant, legislation & safe
share this job on whatsappParaplanner - Kloof Kzn NEW
Ultra Personnel : Pharmaceutical, Insurance, EngineeringKloof
Planner in the data fulfilment and preparation of administration for insurance clients. The Paraplanner is required Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner financial planning tools Pass competence assessment by Business Development Managers and Financial Planner on (IWP) to a level where the Financial Planner or Business Development Manager can take over the scenario compliant Ensure proper record keeping in line with business rules and where relevant, legislation & safe
Financial Advisor And Risk Consultant
Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban
is essential Have completed relevant class of business and product specific training FAIS compliant (continuous conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution for clients requirements Review clients cover according to internal business procedures, or if client circumstances change
Financial Risk Consultant Durban
Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban
is essential Have completed relevant class of business and product specific training FAIS compliant (continuous conjunction with the Company Fiduciary partners) and Business Assurance Implement the agreed solution for clients requirements Review clients cover according to internal business procedures, or if client circumstances change
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