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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
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
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
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
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