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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
... the role of Head of VAPS who will be mainly responsible for growing the VAPS business through designing, implementing and managing strategic initiatives to unlock new markets, build and improve on the existing value propositionResponsibilities:Functional Strategy Formation:Execution of core ...
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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
... 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 process of acquiring itRE examsClass of business and product trainingCPD points – continuous ...
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The Recruitment Council
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