employ a Financial Planning Partner Assistant (Half Day) based in Bellville. A wonderful career opportunity Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
Application of chemicals according to the protocols. Data capture. Statistical analyses. Interpretation of results
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;