Financial Planning Analyst/legal Help Desk

The purpose of this Service Desk Analyst lead position is to Lead and supervise the Service Desk Team providing direction, and support to ensure effective service delivery. **Responsibilities**: - Oversee resolution of IT incidents for all Western’s systems and infrastructure - Ensure service requests are handled timeously and within agreed SLA’s. -...

Job description:PSG Konsult is a leading, financial services company seeking to employ a Codes Administrator with strong administration skills who will be responsible for obtaining and managing all broker codes. The Codes Administrator is accountable for finalising the broker codes end-to-end.Responsibilities: Maintain and update records Open, change and...

**ROLE PURPOSE** A service desk team leader is a person whose role includes ensuring the adherence of professionalism and expansion of all activities done at the service desk. His/her job description entails making sure that the help desk team delivers flawless customer service in managing incident restoration and service level agreements, and monitoring...

My client a finance house is looking for a legal officer. If you are an admitted attorney or are planning on being admitted please DO NOT apply. Managing the bad debt and active legal control portfolios Managing the litigation's process including but not limited to: Brief attorneys to institute litigation, liquidation and sequestration proceedings Liaise...

Who are we? Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...

What will you do? Responsible for assisting in a variety of assigned legal projects. Acts as counsel on basic issues involving company compliance with governmental and regulatory standards. Reviews legal documentation and provides professional advice on appropriate action in a variety of legal matters. May coordinate legal matters requiring external legal...

Who are we?SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.Our vision:We...

The overall purpose of the role The incumbent will be responsible for providing advice and addressing the diverse and complex needs of a variety of business units in SC on technical matters that the Legal team is tasked with. Acts as counsel on issues involving company compliance with the most complex governmental and regulatory standards. Reviews legal...

The overall purpose of the roleThe incumbent will be responsible for providing advice and addressing the diverse and complex needs of a variety of business units in SC on technical matters that the Legal team is tasked with. Acts as counsel on issues involving company compliance with the most complex governmental and regulatory standards. Reviews legal...

The Corporate Financial Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health. To contribute to Bayport...

**Client Details**: Our client is a well-established and highly regarded South African software development company that develops, supports and consults software solutions for the academic sector. With offices in Jhb and Cape Town, they are progressive with regard to their technology stack. Their solutions and services span the full range of the software...

Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empowering 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 and client & intermediary experiences, SRA delivers financial solutions including comprehensive...

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...

**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...

Financial Planning Associate Responsibility: Duties include, but are not limited to: 1. Product Knowledge Full understanding of Investment Products: - Living unities annuities - Life annuities - Retirement annuities - Preservation funds - Discretionary investments - Endowments - Tax free savings investments 2. Value Chain Management - Building...

Client Details:Our client is a well-established and highly regarded South African software development company that develops, supports and consults software solutions for the academic sector. With offices in Jhb and Cape Town, they are progressive with regard to their technology stack. Their solutions and services span the full range of the software...

Who are we? Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of...

Day to Day Duties - As an employee, it is a requirement to fulfil certain daily tasks and duties on time as part of your roles and responsibilities. - Always meet customer expectations - Communication internally and to customer should be on time. - Reflected in work logs. - Time management: - Lunch & breaks = 1 hour daily in total - Proof of consultation...

Financial Planning AssociateResponsibility:Duties include, but are not limited to:Product KnowledgeFull understanding of Investment Products: Living unities annuities Life annuities Retirement annuities Preservation funds Discretionary investments Endowments Tax free savings investmentsValue Chain Management Building relationships with clients Propose...

**Responsibility**: **1. Product Knowledge** Full understanding of Investment Products: - Living unities annuities - Life annuities - Retirement annuities - Preservation funds - Discretionary investments - Endowments - Tax free savings investments **2. Value Chain Management** - Building relationships with colleagues and clients - Propose solutions and...