Document Jobs in South Africa
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Paraplanner Cpt - Cbd
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
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))
External Sales Consultant Port Elizabeth
HeadhuntersSouth Africa
Drives. Following up on outstanding customer documents. Handle and process all paperwork and administration Verify application forms and ensure all supporting documents are included. Note : Salary structure includes
External Sales Consultants
HeadhuntersSouth Africa
Drives. Following up on outstanding customer documents. Handle and process all paperwork and administration Verify application forms and ensure all supporting documents are included. Note : Salary structure includes
Junior Ict Support Technician Port Elizabeth
HeadhuntersSouth Africa
authorised software and completes the relevant documentation Installs hardware and peripheral components equipment tracker and completes necessary finance documents e.g. disposals. Administers and maintains software
Financial Planning Partner Assistant (half Day)
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))
Financial Partner Cpt - Cbd
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))
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