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24.06.2024
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
24.06.2024
Client Services Consultant | Asset & Investment Management | Sandton
Sandton
... the opportunity to join this prestigious wealth management company as a Client Services Consultant.Responsibilities:Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit ...
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The Recruitment Council
24.06.2024
Paraplanner | Fourways
Randburg
... the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your expertise can shine. If you’re ...
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The Recruitment Council
24.06.2024
Insurance Consultant | Johannesburg
Johannesburg
... the intermediary on record, authorised representatives from the brokerage, and broker services;Dealing with general insurance and policy specific enquiries;Dealing with issuance of new policies / policy maintenance / renewal / agri aspects of policies;Assisting to resolve all insurance queries ...
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The Recruitment Council
24.06.2024
Senior Financial Advisor | Certified Financial Planner® (CFP®)
Johannesburg
The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.Roles And ResponsibilitiesOptimize business profitability by identifying income ...
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The Recruitment Council
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