Retirement Fund Consultant

You will educate and inform Members, Pensioners and Human Resource Business Partners with information about their pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles.   BASIC JOB DESCRIPTION   Engage key representatives of the client to understand their context and needs •Partner with Employer...

Review and approve banking transactionsManage cash flow and forecast fund requirementsOversee system controls and proceduresPrepare fund accounts and ensure complianceLiaise with investment managers and brokersHandle SARS submissions and auditsCoordinate fund valuations and compliancePrepare management reports and budgetsEnsure customer and SLA...

Full accounting function of the fundsOperational duties include:BankingAccountsReportingInvestmentsSARS / EMP201 & 501AuditValuationLegislativeCustomer liaison and adherence to SLA'sPeople managementSkills & Experience: Ability to investigate and analyse data to be able to report accuratelyExcellent Excel skills, must be able to do V-Lookup, pivot etc.FICA...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Location: Bellville, Western Cape, South Africa About Sanlam Corporate: Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive...

Job Description:The position is responsible for the day to day administration of Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, for example monthly contribution, claim,...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Financial Planning Analyst/Legal Help Desk Consultant (Bellville)Date: 15 May 2024Location: Bellville, Western Cape, South Africa Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable...

Job published:Job published:Job ID:Job ID: 34743 Phone number:Phone number:Job Description Our client, a market leader in the Financial Services sector, is looking for a Senior Paraplanner, based on Umhlanga Ridge The main purpose of this role is to provide key support to a Financial Planner through professional, in-depth research and preparation of best...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: x2 Inhouse Healthcare Consultant : Cape Town and CenturionLocation: Bellville, Western Cape, South Africa About Sanlam Corporate: Our vision is to be the preferred partner to Corporate and Public Sector by...

Our client in the Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified person with previous experience providing technical and administrative financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Bellville, Western Cape, South Africa Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client...

Get Funds is a specialist consultancy firm partnered with the best-in-class funders to offer you a wide variety of funding solutions. Get Funds is a well-established brokerage looking to expand our sales team.You will be responsible for managing your pipeline of business, working on sales activity and Appointment targets. As a Lead Generator, you will be...

Our client is looking for a talented and energetic individual to join their dynamic team. The position will give the successful candidate wide ranging exposure to the investment and retirement industry. The successful candidate will report to and work closely with the Head of their Smoothed Bonus Centre of Excellence, assisting the team in meeting their...

DISCOVER A BRIGHTER FUTURE:At South32, we're meeting the challenge of enabling a sustainable future through our focus on responsibly producing commodities critical for a low-carbon world.As a collaborative, caring and inclusive company, there's no better place to make a genuine difference. Together we're making a positive, global impact that has the...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Bellville, Western Cape, South Africa Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Bellville, Western Cape, South Africa Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: Location: Hotazel, Northern Cape, ZA, 8490 Company: South32 Group Operations PtyLtd DISCOVER ABRIGHTERFUTURE: At South32, we're meeting the challenge of enabling a sustainable future through our focuson...

DISCOVER A BRIGHTER FUTURE:At South32, we're meeting the challenge of enabling a sustainable future through our focus on responsibly producing commodities critical for a low-carbon world.As a collaborative, caring and inclusive company, there's no better place to make a genuine difference. Together we're making a positive, global impact that has the...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Hotazel, Northern Cape, ZA, 8490 Company: South32 Group Operations Pty. Ltd.DISCOVER A BRIGHTER FUTURE: At South32, we're meeting the challenge of enabling a sustainable future through our focus on responsibly producing commodities critical for a...

Are you a numbers wizard with a passion for precision? Are you ready to take your accounting career to the next level? Look no further Our esteemed financial services company is seeking a talented Treasury Accountant to join our dynamic teamKey Responsibilities:Manage cash flow by monitoring, analyzing, and forecasting financial data.Execute daily cash...

Reference: 9503 CM Consultant: ChristaMostertJob Description:Strategic Financial OperationsSupport the CFO to manage the finance strategy ensuring operational alignment with established plans and policiesPartake in annual budgeting process, monthly revised estimates as well as approve expenses in correlation to budgetProjects: Financial models, forecasting...