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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
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
25.08.2024
Provincial Manager | Sandton
Sandton
... the company’s financial planning advice strategy to life, aligning with their mission to protect and build clients’ financial dreams. This role involves expanding the company’s presence, meeting sales targets, fostering professional practice management, and creating a culture of advice. The ...
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The Recruitment Council
25.08.2024
Debt Collector Specialist | Sunninghill
Sandton
... the hunt for a Debt Recovery Specialist that will support Credit Risk Advisors and their team to enhance customer cashflow and minimize risk through proactive debt recovery. The role involves employing various approaches to recover outstanding debts while keeping customers informed throughout ...
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The Recruitment Council
23.06.2024
Head of Tied Distribution | Sandton
Sandton
... the financial industry with a proven track record of leading and developing high-performing teams? Our prestigious client, a prominent player in the financial services sector, is seeking a dynamic individual to join them as the Head of Tied Distribution. You will be responsible for the Advisory ...
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The Recruitment Council
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