training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance circumstances change. Acquire short term insurance leads from the company's financial planning partners. and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance circumstances change. Acquire short term insurance leads from the company's financial planning partners. and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities to: Oversee the daily processing for the finance team. Review of monthly reconciliations. Treasury management
SAGE and pastel partner experience. Ability to develop financial and operational models. Responsibilities to: Oversee the daily processing for the finance team. Review of monthly reconciliations. Treasury management
information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial up-to-date on products and services. Where there are team absences due to holidays/illness, provide relief and services to ensure the continued operations of team services. Process new account paperwork, including
information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial up-to-date on products and services. Where there are team absences due to holidays/illness, provide relief and services to ensure the continued operations of team services. Process new account paperwork, including
Manager to their Cape Town (Southern Suburbs) based team. Three plus years experience in overseeing the maintenance managing a team of greater than 5 employees. Must be able to work independently and in a team. 2-year technical organization and writing skills. Proven Team Player ability to work with a team and achieve daily and monthly goals projects. Weekly review of the job reports to manage team performance. Identify and act on Facilities' categories maximum efficiency. Work with the Community Management team to identify opportunities to enhance the individuals
Teamwork: be a reliable and productive member of the team. Professional presence: as a representative of the