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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
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
23.01.2024
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, ...
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The Recruitment Council
14.03.2024
Transfers and Onboarding Consultant | Sandton
Sandton
... the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into the company and transfers from the company to external companies. This must be done accurately and within agreed upon turnaround times. The team liaises directly with Financial Advisors ...
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The Recruitment Council
14.03.2024
Head of IT: Financial Services | Sandton
Sandton
... the hunt for an exceptional candidate to take on the role of Head of IT in Financial Services would be leading and managing all aspects of people, process and technology for our client’s information systems within Group I.T. that pertain to the successful running of the Financial Services ...
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The Recruitment Council
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