(onboarding, significant life events, pre and post retirement) •On request, provide accurate, and specialist specialist advice to members who are pre-retirement in terms of options, tax implications, divorce act, income products •At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee background screening and assessments. The post Retirement Fund Consultant appeared first on freerecruit
Sectional/Free-standing
Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre experience
Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre experience
clients' biggest life events – like having a baby, retiring and handling inheritance – and are often tasked can be anything from how to start investing to retirement or estate planning. Tertiary education preferable
clients' biggest life events – like having a baby, retiring and handling inheritance – and are often tasked can be anything from how to start investing to retirement or estate planning. Tertiary education preferable
Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge Managers. Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking
Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge Managers. Formulate effective financial/Investment/Retirement plan and documents and/or risk management documents performance calculations and projections; Pre-retirement planning calculations; Attendance and note taking
financial planning and investment services to retirement funds and their members. They have been going a Financial Planner with solid investment and retirement product knowledge. The business is paperless
financial planning and investment services to retirement funds and their members. They have been going a Financial Planner with solid investment and retirement product knowledge. The business is paperless