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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
... staff within the department to identify gaps and prioritise development activities. Implement the organisation’s formal development frameworks within the area of responsibility. Coach and mentor others to support the development of the organisation’s talent pool. Portfolio Management: Plan and ...
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The Recruitment Council
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