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23.06.2024
Head of Tied Distribution | Sandton
Sandton
... the financial industry with a proven track record of leading and developing high-performing teams? Our prestigious client, a prominent player in the financial services sector, is seeking a dynamic individual to join them as the Head of Tied Distribution. You will be responsible for the Advisory ...
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The Recruitment Council
23.06.2024
Financial Advisor Liaison Consultant | Customer Services | Sandton
Sandton
... their team. Responsibilities: Manage flow of work items (Instructions, queries, requests) Resolve rejections via email or telephonic Manage exceptions of internal and external stakeholder Log and resolve queries. Be able to give feedback on relevant queries as and when needed. Manage all ...
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The Recruitment Council
23.06.2024
Client Services Consultant | Asset&Investment Management | Sandton
Sandton
... the opportunity to join this prestigious wealth management company as a Client Services Consultant. Responsibilities: Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts. ...
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The Recruitment Council
23.01.2024
Dispute Resolution Technical Lead | Sandton
Sandton
... the voice of the customer. Lodge and record all Regulatory complaints on the CMS system. Identify client needs and resolve regulatory complaints within agreed and prescribed SLA’s. Draft complaint responses and communicate decisions to intermediaries, management, clients, Ombudsman, FSCA, ...
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The Recruitment Council
28.04.2024
Paraplanner | Sandton
Sandton
... the company’s investments. Roles and Responsibilities: Manage client relationships. Ensure client files comply with POPI, FICA, FAIS legislation requirements. Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement. Prepare investment proposal documents. Review client ...
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The Recruitment Council
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