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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
30.08.2024
Head of Tied Distribution | Sandton
Sandton
... Agency sales campaigns and related initiatives.Account/Client Management:Uses comprehensive knowledge and skills to act independently while guiding and training others on managing client accounts in a way that provides benefits both for the organisation and its clients.Strategic ...
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The Recruitment Council
30.08.2024
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, media, ...
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The Recruitment Council
19.04.2024
Senior Manager: Commercial Underwriting | Sandton
Sandton
... the lookout for a talented Senior Manager to lead their Commercial Underwriting team. The successful candidate will oversee a team of underwriters. Design, implement and manage a technical underwriting framework for the company’s Business Insurance (BI) that fosters superior risk selection, ...
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The Recruitment Council
19.04.2024
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 ...
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The Recruitment Council
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