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- ...house and outsourced platforms. Key Responsibilities: Client and Product Tax Oversight: Support the Operations and Tax teams in ensuring... ...company five-fund tax. Develop and execute comprehensive test plans for tax reports such as: IT3(b), IT3(c) IRP5 and IT3(a) (...
The Recruitment Council
Claremont, Cape Town25 days ago - ...internal compliance 3. Technical Support a. Ensure a basic level of product knowledge by keeping up to date with products used by service... ...in and solid knowledge and understanding of the financial planning environment, FAIS (CAT II advantageous), and FICA • 3-5 years...
The Recruitment Council
Claremont, Cape Town27 days ago - ...organization offers innovative, flexible, and high-value insurance products tailored to individuals, employees, and domestic workers.... ...identifying and onboarding new intermediaries. Support advisers in planning, quoting, and converting leads to new business. Adviser...
- ...Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning , asset management, and fiduciary services, is seeking an experienced Legal Advisor to support its group of companies. This role...
The Recruitment Council
Claremont, Cape Town12 days ago R 30,000 - 40,000 per month
...management of portfolio Experience in operating with Insurer Binder agreements Insurance Knowledge Understanding of insurance products and proposals Keeping abreast of developments within the industry. Evaluation of the risk Ability to negotiate terms with...The Recruitment Council
Claremont, Cape Towna month agoR 37,500 per month
...Responsibilities Project Development & Implementation Support the execution of the collective investment strategy and product solution Identify process inefficiencies and assist in streamlining operations QA, document and sign-off on new specifications...West Coast Personnel
Claremont, Cape Town24 days agoR 480,000 pa
...developments, and best practices. Analyse and present findings to the compliance team, supporting decision-making and strategic planning. Recommend proactive measures to mitigate compliance risks based on research insights. Required Qualifications and...The Recruitment Council
Claremont, Cape Townmore than 2 months agoR 480,000 pa
...the assigned portfolio Evaluate risks and negotiate terms with insurers and brokers Keep up to date with industry trends and product developments Minimum Requirements: FAIS accredited (relevant qualification and RE5) At least 5 years’ experience in...The Recruitment Council
Claremont, Cape Towna month ago- ...to high-net-worth clients. The ideal candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance. Key Responsibilities: Prepare client onboarding documentation and manage CRM...
The Recruitment Council
Claremont, Cape Townmore than 2 months ago - ...Promote group insurance solutions to prospects, handling follow-ups and closing deals via the broker portal. Provide accurate product information and guidance to ensure client understanding. Schedule and conduct meetings through various channels (in-person, Teams...
- ...Our consultant client in Claremont Cape Town is looking for a Personal Assistant with 5 years experience in office coordination, planning, bookings. arranging, and setting up meetings and functions. You need exceptional office software experience like powerpoint, excel...
- ...Coronation is searching for a Credit Analyst to support the credit function process for fixed income products and analysis of credit as an asset class, while also contributing to Fixed Income research and the management of Fixed Income portfolios. Duties and Responsibilities...
- ...policies and procedures Its important that you have a passion for retail and love for animals. ( We will train you in all the products) To join the Absolute Pets Team you should check all of the requirements : Matric or equivalent One year retail/sales (This...
- ...Community Hospices to ensure financial best practice is executed. Development and implementation of annual financial and retail plans. Initiate, manage, and oversee the accurate planning and forecasting of budgets, cash flow and forecasts for the organization and...
