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29.04.2024
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 portfolios ...
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The Recruitment Council
26.04.2024
Client Services Manager | Woodmead
Sandton
... the office.Maintenance of client database.Compilation of financial analysis and reports.Website updates.Uploading of monthly newsletter.Managing client liaison / correspondence.Ensuring client files are FAIS and FICA compliant.Managing queries.Screening calls.Managing stationary and office ...
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The Recruitment Council
26.04.2024
Head of Short Term Insurance VAPS | Sandton
Sandton
... Networks:Effectively builds formal and informal relationship networks inside and outside the organization. For example, connects people with one another in ways that help advance the organization’s goals. Has a presence in the wider industry and across various boundaries; is active in the ...
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The Recruitment Council
26.04.2024
Business Development Consultant | Sandton
Sandton
... their own as well as in a team environment writing business in accordance with targets laid down by the company. Business Development Consultants advise primarily on motor and household domestic insurance.Requirements:Matric/Grade 12FAIS Credits (min 30 credits in short term insurance if date ...
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The Recruitment Council
26.04.2024
Junior Financial Advisor – Sandton
Sandton
... networks and create leads and potential clients.Key Relations:Regional Head and All Advisors /Assistants within region/officeExternal clientsQualifications:Certified Financial Planner designation or in the process of acquiringPost graduate diploma in financial planning with board exam or in the ...
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The Recruitment Council
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