Document Jobs in South Africa
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Paraplanner
Headhunters
Cape Town City Centre
financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as proposal documents and application documents. Prepare statement/record of advice documentation as required Preparing investment applications, transfers, and documents for client meetings Prepare investment proposals finalising and collating compliance and advice documents. Risk / insurance (long-term insurance): Review appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis, quoting
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
financial/Investment/Retirement plan and documents and/or risk management documents, in-line with the strategy as proposal documents and application documents. Prepare statement/record of advice documentation as required Preparing investment applications, transfers, and documents for client meetings Prepare investment proposals finalising and collating compliance and advice documents. Risk / insurance (long-term insurance): Review appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis, quoting
Assistant Port Elizabeth
HeadhuntersSouth Africa
defects identified. Prepare APQP/PPAP/ISIR documentation according to Customer requirements. Participate works instructions, as well as all relevant documentation. Manage external calibration processes. Capability investigations into wheels not meeting requirements. Documentation and record – Maintain relevant filing systems
Financial Planning Partner Assistant
HeadhuntersEast London
discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s))
Financial Partner East London
HeadhuntersEast London
discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s))
Administrator Financial Services Port Elizabeth
HeadhuntersSouth Africa
current, correct and updated. Ensure that all documents, corporate files and filing are always up to date bankers & medical professionals. All business document templates to be kept updated, as well as the office offering tea / coffee. Compliance: Updating of all documents, including client and compliance packs and all necessary on all areas and updating of pages / documents / webparts. Assist, upskill and communicate any
Admin Assistant (financial Services)
HeadhuntersSouth Africa
current, correct and updated. Ensure that all documents, corporate files and filing are always up to date bankers & medical professionals. All business document templates to be kept updated, as well as the office offering tea / coffee. Compliance: Updating of all documents, including client and compliance packs and all necessary on all areas and updating of pages / documents / webparts. Assist, upskill and communicate any
Financial Partner Cpt - Cbd NEW
HeadhuntersCape Town City Centre
discovery and fact find) and preparation of documentation for engagement between Financial Planning Partner client onboard process. Checking of transition documentation to ensure completeness and accuracy in alignment relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy in alignment business application(s), together with supporting documentation to relevant PPs. Monitoring the underwriting Planning Partner. Upload scanned copies of all documentation into xPlan (including relevant client file checklist(s))
Creditors Clerk Port Elizabeth
HeadhuntersSouth Africa
forms, emails). Always maintain all creditor documentation of the group companies (computer and manual
Financial Manager Port Elizabeth
HeadhuntersSouth Africa
software in place and updated regularly. Company documentation safely stored for the minimum period. Systems Systems / Controls / Processes: Establish and document financial systems and controls. Ensure adherence of
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