closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records recording on the company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy completeness and data field labeling in all applications and tools. Responsible for full data update assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account
client is looking for a financial accountant to assist their clients in unlocking and maximising the value reports; • Preparation and submission of grant applications; • Research and product development in respect
daily and weekly targets.Follow up on online applications, ensuring proof of payments and scheduling appointments annual interviews. Application TargetAssist students with the online application process during interviews interviews, securing applications on the spot.Follow up with unpaid online applications and ensuring payment to convert interviews into applications.Drive application acceptance and pre-registration fee payment.Achieve individual targets for weekly, monthly and annual applications. Registration TargetMeet individual targets
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on
back-end (server-side) components of the software application to support the business in the micro lending coding, testing, and debugging of software applications. Ensuring that the code meets established coding
during registration as required. Follow up on applications and pre-registrations to secure registrations