Portfolio Manager: Retirement Fund Administration

Retirement Fund Specialist (In-Fund Counsellor) Our client is looking for a Fund Specialist that has experience in the Financial Services Industry with the focus on Financial Planning in the Local Authority Retirement Fund environment. **Responsibilities** - Interact with clients directly or over the telephone. - Gather clients information to complete the...

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 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...

Who are we? Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the...

We seek the experience of a Portfolio Administrator to effectively assist the Portfolio Manager in looking after a portfolio of Sectional Title/Home Owners Association properties. **Qualifications**: - Sectional Title / Home Owner’s Course from a reputable institution would be advantageous **Role and duties**: - Scheduling of meetings - Drafting and...

-Introduction Role Purpose To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously. Requirements - Grade 12 or NQF level 4 - 2-5 Years' experience in an insurance administration environment - Intermediate Excel skills is preferred - Employee...

About Sanlam Corporate Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. 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...

Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...

About Sanlam Corporate Sanlam Corporate forms part of Sanlam Life and Savings Cluster which offers retail and corporate life insurance, health and investment products in South Africa. 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...

A well established company based in Bellville, Cape Town is looking to employ an experienced Property Portfolio Manager to join their organisation. **Purpose of the role** To manage a building / cluster of buildings by optimising the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control...

**Location **:Bellville, Cape Town **Summary : Head of Operations **(Permanent) **Package **:Cost to Company Package, including Medical Aid and Provident Fund **Deadline : 10 May 2024** **Background** The Furniture Industry Provident Fund of the Western Cape and Furniture Industry Bargaining Council operate under the Pension Funds Act and Department of...

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...

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

Wealth Manager Our client is looking for a Wealth Manager to assist the financial advisors. **Responsibilities** - Maintain relationship with clients and prepare their annual reviews - Assist clients with advice when needed - Propose portfolio amendments when needed - Review clients investments annually and when needed - Staying informed with industry...

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...

**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...

**Job Purpose**: The Department of Infrastructure, Western Cape Government has an opportunity for a competent individual to render a fleet administrative support service. **Minimum Requirements**: Grade 12 (Senior Certificate or equivalent qualification); A valid (code B or higher) driving licence. NB: People with disabilities that restrict driving...

**Job Type**: Permanent **Experience**: - Administration: 2 years (required)

**Job Purpose**: The Department of Infrastructure, Western Cape Government has an opportunity for a competent individual to render a fleet administrative support service. This post is stationed in Bellville. **Minimum Requirements**: Grade 12 (Senior Certificate or equivalent qualification); A valid (code B or higher) driving licence. NB: People with...

Experience required - 2+ years of work experience as an administrator Qualifications required - Matric Computer Skills required - MS Office - Outlook **Salary**: R15,000.00 per month Ability to Commute: - Bellville, Western Cape (required) Ability to Relocate: - Bellville, Western Cape: Relocate before starting work (required)