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25.06.2024
Financial Planner IS
Pretoria
... solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. Use relevant processes and system tools to capture analysis information and update records accordingly. Review clientââ¬â¢s portfolio annually by undertaking the above steps. 4. Client Service ...
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Sanlam Limited
25.06.2024
Financial Planner Pretoria Lynnwood
Pretoria
... solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. Use relevant processes and system tools to capture analysis information and update records accordingly. Review clientââ¬â¢s portfolio annually by undertaking the above steps. 4. Client Service ...
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Sanlam Limited
25.07.2024
Financial Planner Pretoria Lynnwood
Pretoria
... solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.Use relevant processes and system tools to capture analysis information and update records accordingly.Review client’s portfolio annually by undertaking the above steps.4. Client ServiceEnsure ...
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Sanlam Limited
16.06.2024
Insurance Consultant (10)(Centurion)
Pretoria
... solutions for improvement; and • Standing in for Consultants should they be absent or on leave during busy periods or absence of key resources, assisting where required. QUALIFICATIONS AND EXPERIENCE • Matric/ Grade 12 • 60 commercial lines FAIS credits • A relevant insurance related ...
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Sanlam Limited
21.08.2024
Operations Administrative Assistant: SLS SC SFP (Lynnwood) (PG 06)
Pretoria
... solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring ...
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Sanlam Limited
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