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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
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 ...
More »
The Recruitment Council
26.04.2024
Client Services Manager | Woodmead
Sandton
... until completion of each query and instruction.Requirements:Strong Administrative Skills.Attention to detail.Strong client service ethic.Ability to communicate with clients and suppliers to forge relationships.Experience in the Financial Planning Industry is an advantage.#J-18808-Ljbffr ...
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The Recruitment Council
19.04.2024
Client Services Manager | Woodmead
Sandton
... until completion of each query and instruction. Requirements: Strong Administrative Skills. Attention to detail. Strong client service ethic. Ability to communicate with clients and suppliers to forge relationships. Experience in the Financial Planning Industry is an advantage. #J-18808-Ljbffr ...
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The Recruitment Council
19.04.2024
Senior Manager: Commercial Underwriting | Sandton
Sandton
... communicate the underwriting strategy and its relationship to the organization’s mission, vision and values; clarify the actions needed to implement it within the area of responsibility; motivate people to commit to these and to doing extraordinary things to achieve the organization’s business ...
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The Recruitment Council
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