Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial relating to client transfer and new business transactions. Submission of intermediary appointment notes underwriting and acceptance of new business transactions. Arranging medicals for clients where required outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously
Financial Planning practice(s) (including all transactions, queries, reporting etc.). Liaison between Financial relating to client transfer and new business transactions. Submission of intermediary appointment notes underwriting and acceptance of new business transactions. Arranging medicals for clients where required outstanding requirements to ensure new business transactions are confirmed by the relevant PPs timeously
matters. Financial Responsibilities: Banking and Cash: Manage Bank accounts, reconciliations and movements over EFT usage. Liaise with banks wrt funding, overdrafts, interest rates, bank charges, opening and closing
matters. Financial Responsibilities: Banking and Cash: Manage Bank accounts, reconciliations and movements over EFT usage. Liaise with banks wrt funding, overdrafts, interest rates, bank charges, opening and closing
opening accounts, CGIC). Control company card transaction (includes all capturing, reconciliations, top-ups
on a daily basis. Upload payments on electronic banking. Will be custodian for several companies. Understand
on a daily basis. Upload payments on electronic banking. Will be custodian for several companies. Understand
gift vouchers. Receiving of relevant income and banking of same. Manage all courier deliveries. General
gift vouchers. Receiving of relevant income and banking of same. Manage all courier deliveries. General
and complaints, should they arise with your transaction and ensure items are recorded and properly closed supplier queries should they arise with your transaction. Track incoming orders and follow up on back