is seeking to employ a experienced Facilities Manager to their Cape Town (Southern Suburbs) based team overseeing the maintenance function. Experience managing a team of greater than 5 employees. Must be able Stock source, control and purchasing. Storeroom management Planning, scheduling, and execution of Annual site inspections. Reporting on-site inspections. Manage Service Level Agreement and ad-hoc Service Providers maintenance-related procurement requests. Project-manage portfolio large-scale maintenance and renovations
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by compare appropriate investments/products/vehicles. Managing the client review process. Checking and / or capturing
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by compare appropriate investments/products/vehicles. Managing the client review process. Checking and / or capturing
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
Implement the agreed solution for clients and manage underwriting and other onboarding requirements
Implement the agreed solution for clients and manage underwriting and other onboarding requirements