Retirement Benefits Counsellor

Retirement Benefit Counsellor Our client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies. **Responsibilities**: - Interact with...

You will be responsible to ensure that benefit claims are processed and paid accurately and in accordance with the defined timing standards. Processing benefit claims Document collation Document distribution Document filing Basic capturing/ updating on the administration system: Capturing of Nomination Forms Static date in regards of new claims Static...

Retirement funds fund accounting team seeks a new team member. This role is responsible for the fund accounting of their umbrella provident and pension funds. Responsibilities: Preparation of fund accounts aligned with policies Banking payments, extracting bank statements ensuring bank recons are accurate and timeous Cashflow management and forecasting of...

About Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...

**About Sanlam Corporate**: - Our vision is to be the preferred partner for the Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...

About Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...

**Introduction** **Role Purpose** Accurately process retirement fundmember's data and providefundadministration services withinagreed service levels. **Requirements**: - Grade 12 or equivalent - 2 Years' relevant experience within a financial services environment - Employee benefits experience will be an advantage **Duties & Responsibilities** -...

About Sanlam Corporate Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...

Our Client is currently seeking a Financial Planning Associate to join their team of professionals in Cape Town. The main objective of this role it to prepare financial proposals and assist members with general enquiries where the financial advisors’ involvement is not required. You must have a full understanding of investment products, legislative...

Our client in the **education sector**, is looking for a **Receptionist **to join their dynamic team based in the **Bellville **area. *** **Role and Responsibilities** - Handle Reception with parents, learners and educators - Answering and making telephone calls on behalf of the Principal - Secretarial duties to the Principal - General reception duties...

A financial planning group requires a Paraplanner to assist Financial Advisors with clients’ Financial Planning, Investment and Retirement Proposals. The role requires the employee to gather client information, financial planning analysis, prepare client reports and assist in managing the client review process. **DUTIES WILL INCLUDE, BUT ARE NOT LIMITED...

**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives...

**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...

About Sanlam Corporate: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare...

**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...

**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 understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive...

**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...

RPO Recruitment is currently looking for a dedicated and detail-oriented Wealth Assistant to join our client's team in Bellville. As a Wealth Assistant, you will provide administrative support to the Wealth Managers and assist in managing the financial portfolios of high-net-worth individuals. The main objective of this role is to assist the Wealth Planners...

**Introduction** **Role Purpose** To provide an effective and efficient service to clients and intermediaries by receiving, evaluating and responding to queries timeously. **Requirements**: - Grade 12 (NQF Level 4) - 4-6 Year's relevant experience - Employee benefits experience is essential - Extensive industry knowledge and product knowledge as well as...

Our client, in the **education sector**, is currently looking for a **Debtors Clerk **to join their team based in **Bellville**. **Overall job function**: The overall objective of a Debtors Clerk is to provide bookkeeping and clerical support to all financial functions for the specific BU allocated. **General Responsibilities and Duties**: - Invoicing. -...