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Results for business requirements documents in "business requirements documents" in Jobs in Somerset West in Somerset West
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Job description:The Paraplanner will provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in basic financial planning. Responsibilities:Financial Planning supportFormulate effective financial plan documents and/or risk management documents, in-line with the strategy as outlined by the adviser, and the customers needs, objectives and risk tolerance.All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.Prepare statement of advice documentation as required.Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure report is accurate and that investment strategy is meeting customers objectives. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.Review customers risk coverage in conjunction with changes in customer circumstances and risk management needs, product offerings available, and changes in product provider rates. Ensure customer is kept well informed and that all necessary actions are recommended and where necessary undertaken.Prepare statement of advice documentation as required.Ensure the accurate production of all customer portfolio review documentation and reports in line with the practices service model.Customer ServiceTeam managementAdministrationClient Relationship ManagementGather Policy informationCompile a summary of informationResearch product informationHandling and solving of client enquiriesHandling of new application and quotationsDiary managementReporting of new business statisticsPreparation of insure review appointmentsMaintaining CRM systemsMinimum requirements:Relevant B.Com Financial degree (Economics, Finance, Business Management, Accounting, Risk Management or Financial Planning)Regulatory Exam for Representatives passed (RE5)At least 5 years relevant work experience within the financial industry as ParaplannerFully bilingual and Afrikaans and English
https://www.jobplacements.com/Jobs/P/Paraplanner-1263971-Job-Search-02-19-2026-04-00-34-AM.asp?sid=gumtree
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Purpose of the RoleTo grow sales by servicing existing customers, securing new business, promoting the companys chemical product range, and achieving monthly sales targets through effective customer engagement and disciplined sales execution.Key Responsibilities Include but Are Not Limited ToService and grow existing customer accountsIdentify and develop new business opportunitiesPresent and demonstrate products to customersAchieve agreed monthly sales targetsComplete all required sales administration accurately and timeouslyMaintain up-to-date customer records and documentationAttend sales meetings, training sessions and company functions as requiredAssist with the collection of outstanding customer payments in support of the debtors departmentEnsure all sales are concluded and paid in full prior to commission being earnedRepresent the company professionally at all timesPerform any additional duties reasonably required to support business operationsCriteriaMinimum Grade 12Valid drivers licenceProven sales experience, preferably in chemical, industrial or related environmentsStrong sales, negotiation and customer relationship skillsTarget-driven with a consistent sales performance recordGood administrative and computer skillsSelf-motivated, disciplined and able to work independentlyProficient in English and Afrikaans (read, speak and write)Remuneration | Hours of WorkBasic market related salary, target based commission structure, fuel and mobile allowanceMust have own laptop, vehicle and mobile phoneStandard working hours apply, with flexibility required to meet operational demands
https://www.jobplacements.com/Jobs/S/Sales-Representative-1259396-Job-Search-02-05-2026-04-00-34-AM.asp?sid=gumtree
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