Wealth Management Jobs in Free State
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Search Results - Wealth Management Jobs in Free State
Talented Recruitment-Durban
qualification (required).
• Wealth management experience
• Proficiency in using Discovery, Momentum, Old Mutual, Sanlam, Hollard, PPS, Medihelp, Bonitas, Bestmed, Stratum, Zestlife and Liberty websites and quote packages.
• Strong knowledge of Zoho Office...
Sanlam Limited-Bloemfontein
branches is an advantage.
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12 months of employment).
Knowledge and Skills
• Broker Support...
appcast.io -
Talented Recruitment-Durban
for process improvement and contribute to enhancing the claims process.
Requirements:
• Financial planning support experience, RE5 certification, and wealth management experience are advantageous but not required.
• Must have at least 3 years prior...
Sanlam Limited-Springs
in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12 months...
appcast.io -
Sanlam-Bloemfontein
and RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business accreditation (annual)
• Compliant with continuous professional development (CPD) current and past cycles.
Knowledge and Skills
Customer service...
sanlamcloud.co.za -
Sanlam Limited-Springs
branches an advantage.
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment).
Knowledge and Skills:
• Broker Support...
appcast.io -
Sanlam-Welkom (FS)
and RE5
• 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
• Class of Business accreditation (annual)
• Compliant with continuous professional development (CPD) current and past cycles.
Knowledge and Skills
Customer service...
sanlamcloud.co.za -
Sanlam Limited-Springs
capacity.
• Experience within insurance branches is an advantage.
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment...
appcast.io -
Sanlam-Springs
advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment
Knowledge and Skills
Broker Support
Administration and processing of new and existing business
Business...
sanlamcloud.co.za -
Sanlam Limited-Springs
by the Retail Branch Manager.
Qualification and Experience:
• 1-year experience in a sales or marketing capacity.
• Experience within insurance branches an advantage.
• Matric (Grade 12).
• RE5 advantageous.
• FAIS Compliant (Wealth Management) as per DOFA...
appcast.io -
Sanlam-Springs
advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.
• Class of Business training (to be completed within 12-months of employment
Knowledge and Skills
Broker Support
Administration and processing of new and existing business
Business...
sanlamcloud.co.za -
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