experienced professional financial planners/ wealth managers to join a leading Financial Services provider ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services risk tolerance and recommend appropriate risk management strategies Provide advice on Investment and Risk and regulations. Prepare regular reports for management and clients. Requirements Minimum Matric with Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom/ Finance related qualifications) RE5 Non-Negotiable
experienced professional financial planners/ wealth managers to join a leading Financial Services provider ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services risk tolerance and recommend appropriate risk management strategies Provide advice on Investment and Risk and regulations. Prepare regular reports for management and clients. Requirements Minimum Matric with Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom/ Finance related qualifications) RE5 Non-Negotiable
Benefits Consulting team. You will be responsible for managing disability and severe illness claims, handling insurers, obtain documentation, submit claims, and manage follow-ups, ensuring seamless communication with documentation, submissions, and follow-ups, including managing review requirements and benefit category changes Draft new business proposals, set up workflows, and manage client installations. Section 14 Documentation: Renewals: Conduct risk rebrokes, prepare summaries, manage renewals, and update systems. Member Services:
Benefits Consulting team. You will be responsible for managing disability and severe illness claims, handling insurers, obtain documentation, submit claims, and manage follow-ups, ensuring seamless communication with documentation, submissions, and follow-ups, including managing review requirements and benefit category changes Draft new business proposals, set up workflows, and manage client installations. Section 14 Documentation: Renewals: Conduct risk rebrokes, prepare summaries, manage renewals, and update systems. Member Services:
strategies to meet client needs. This role involves managing administrative tasks within the Healthcare department communication. Key Responsibilities: Administrative Duties: Manage and execute all administrative tasks within the Excellent organisational skills and the ability to manage multiple tasks efficiently. Ability to work well
strategies to meet client needs. This role involves managing administrative tasks within the Healthcare department communication. Key Responsibilities: Administrative Duties: Manage and execute all administrative tasks within the Excellent organisational skills and the ability to manage multiple tasks efficiently. Ability to work well