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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
14.03.2024
Underwriting Manager | Sandton
Sandton
... the Underwriting Department to profitably grow the risk book on an underwriting and administration basis; in line with the company’s business strategy Job Responsibilities: Ensure the implementation and development of underwriting management strategies. Manage and monitor short term ...
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The Recruitment Council
14.03.2024
Development Manager – Group IT | Sandton
Sandton
... Software Roadmap: Define and maintain a road map to facilitate application software development and ensure the development work is prioritised in line with business requirements. Solutions Analysis: Develop innovative solutions by integrating and analysing complex and diverse information ...
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The Recruitment Council
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