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Yesterday
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
Yesterday
Financial Advisor Liaison Consultant | Customer Services | Sandton
Sandton
... their team.Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when needed.Manage all inbound ...
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The Recruitment Council
Yesterday
Finance Manager CA(SA) - Financial Services - R850K - R700K/yr
Sandton
... their team in Bryanston, JHB . As a Finance Manager, you will be responsible for overseeing the financial operations of the company and providing strategic financial guidance.ResponsibilitiesManage and supervise the finance teamPrepare and analyze financial reportsCreate and monitor budgets and ...
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Hire Resolve
Yesterday
TELESALES/ CONSULTANTS
Sandton
... the CRM Package. Cross selling on the existing database Use a script to present information and explainavailable product Convert leads to sales - Looking for opportunities to bring on new clients Explain productsand prices, and answer questions from customers. Capture new leads/clients on the ...
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The Legends Agency
Yesterday
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 ...
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The Legends Agency
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