The use of excel is critical in the development and maintenance of the role and must be able to learn and upskill... to change KEY RESPONSIBILITIES 1. Maintaining proper accounting records for various entities across the Group 2. Filing...
, and wealth preservation, while collaborating with Business Development to meet revenue targets. The role involves handling... Responsibilities The role is divided into several categories: ul]:whitespace-normal [&>ol]:whitespace-normal">Financial...
Are you an experienced and strategic leader in the employee benefits space? Our client is looking for a Senior Employee... within our group. Provide leadership and strategic direction to the employee benefits division. Travel nationally to engage...
a numbers expert, but a collaborative team player ready to take on diverse financial responsibilities and contribute to the...
investment support and implementing wealth management value propositions across a professional distribution channel. The... successful candidate will align advisory practices with internal house-views while enhancing the financial wellness and client-centric...
to join their team. This role is the operational backbone for our Personal Lines insurance, managing the full policy lifecycle... management. Qualifications and Experiences: Minimum 3-5+ years' experience in the short-term insurance industry...
services distribution team. This is an exciting opportunity to play a vital role in growing the company's footprint within the... independent financial advisor (IFA) and wealth management sectors across three key regions. About the Role...
Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core... purpose of this role is to provide premier investment support and implement the wealth management value proposition...
Our client, a leading financial services group, is looking for a dynamic Wealth Specialist to join their team. The core... purpose of this role is to provide premier investment support and implement the wealth management value proposition...
on their international wealth platform. This is a rare chance to play a key role in the strategic design, enhancement, and execution... of product solutions for a leading investment company. You will be instrumental in driving initiatives that meet the evolving...
Worth (HNW) clients. In this role, you will move beyond "off-the-shelf" products to develop adaptable, shaped solutions... to pass a credit record check in accordance with the National Credit Act (NCA)....
We are seeking a detail-oriented and proactive Bookkeeper to join our finance team. The role involves preparing..., bank statements, and other financial documentation. Maintain the fixed asset register, including depreciation...
and a deep understanding of the investment landscape? Do you have a knack for strategic thinking and a client-centric approach... on their international wealth platform. This is a rare chance to play a key role in the strategic design, enhancement, and execution...
Are you a certified, experienced Salesforce Administrator ready to be the sole expert and strategic leader for a vital... responsibility for overseeing all aspects of the Salesforce environment. It’s a chance to drive initiatives that streamline workflows...
to join their team. This role is the operational backbone for our Personal Lines insurance, managing the full policy lifecycle... management. Qualifications and Experiences: Minimum 3-5+ years' experience in the short-term insurance industry...
The Salesforce Administrator assumes the primary responsibility for overseeing all aspects of Salesforce... within an organisation where they are the expert. The role includes customizing, configuring, and developing the Salesforce platform using...
qualification - Beneficial 35+ years experience in the short-term insurance industry, with a focus on Personal Lines underwriting...
About the Role This is a senior role for an individual with a proven track record in the employee benefits space. The.... Provide leadership and strategic input into the employee benefits division. Travel nationally as required to engage...
Responsibilities: 1. M&A Partner Onboarding: Assist in facilitating the end-to-end process of onboarding, collecting... transition from the agreement being signed to a fully onboarded partner. A willingness to travel when required. 2. Compliance...
Our client is seeking a fully qualified and experienced Underwriter to join their team in the beautiful Plettenberg Bay...