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25.06.2024
Sanlam Financial Adviser : South Eastern Cape
Gqeberha
... consultations and sales Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. Conduct a ...
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Sanlam Limited
26.06.2024
Sanlam Financial Adviser : South Eastern Cape
Gqeberha
... consultations and salesEnsure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.Conduct a ...
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Sanlam Limited
25.07.2024
Broker Consultant - Port Elizabeth | Eastern Cape (Broker Division)
Gqeberha
... Consultant - Port Elizabeth | Eastern Cape (Broker Division)Date: 11 Jul 2024Who are we?Sanlam Developing Markets Limited (SDM) (a wholly owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims ...
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Sanlam Limited
20.07.2024
Broker Administrator - Port Elizabeth
Gqeberha
... cellations are coordinated and submitted by the required cut-offtimes. Prepare and submit lodgements as per the required processes and timelines. Identify and correct account-related rejections. Scanning and indexing of paper-based applications. Ensure that client amendments are submitted and ...
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Sanlam Limited
20.07.2024
Broker Administrator - Port Elizabeth
Gqeberha
... cellations are coordinated and submitted by the required cut-offtimes. Prepare and submit lodgements as per the required processes and timelines. Identify and correct account-related rejections. Scanning and indexing of paper-based applications. Ensure that client amendments are submitted and ...
More »
Sanlam Limited
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