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22.06.2024
Senior Broker Assistant
Sandton
... ther requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all ...
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The Legends Agency
23.06.2024
INTERNAL ADVISOR / ACCOUNT EXECUTIVE
Sandton
... the Clients umbrella and broker code.This would mean change of brokers over to the client on existing Discovery business to advise correctlywithout any duplication.Always maintain lapse ratio below 10%.Face to face meetings with walk in clients.PREPARATIONPortfolio preparation:a) Obtain client ...
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The Legends Agency
21.06.2024
INTERNAL ADVISOR / ACCOUNT EXECUTIVE
Sandton
... the Clients umbrella and broker code. This would mean change of brokers over to the client on existing Discovery business to advise correctly without any duplication. Always maintain lapse ratio below 10%. Face to face meetings with walk in clients. PREPARATION Portfolio preparation: a) Obtain ...
More »
The Legends Agency
23.06.2024
Senior Broker Assistant
Sandton
... ther requirements;Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany allnew business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that theCompliance is completed correctly;Ensuring that all Compliance ...
More »
The Legends Agency
23.06.2024
Snr Project Manager
Sandton
... Regional Project Manager to do project planning and organizing, budgeting, project management, contract management, risk and quality management, and service provider management. You will be responsible for project planning and resourcing, project management, project financial management, OSHEM ...
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The Legends Agency
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