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Today
Broker Consultant | Welkom
Welkom
... management.Provide growth, maintenance, and correct support to all supporters on the panel or those who may become a part of the panel.Successfully market the product and deliver relevant training providing strong leadership and direction.Identify opportunities for campaigns Identify potential ...
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The Recruitment Council
Today
Broker Consultant | Pietermaritzburg
Pietermaritzburg
... management.Provide growth, maintenance, and correct support to all supporters on the panel or those who may become a part of the panel.Successfully market the product and deliver relevant training providing strong leadership and direction.Identify opportunities for campaigns Identify potential ...
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The Recruitment Council
Today
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
Today
Client Portfolio Analyst | Johannesburg
Johannesburg
... Management:Ensure proper take-on of new clients, collecting FICA and liaising with the client service team.Conducts suitability assessment of clients and analysis of client affairs (fact find).Prepare new client reviews and proposals.Prepare and oversee client implementation plans.Maintain and ...
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The Recruitment Council
Today
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
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