ongoing need for support staff with Discovery experience in our team. See roles available below Paraplanners product accreditation and Financial Planning experience. The role requires end to end paraplanning and have experience as a paraplanner or in a compliance role, preferably with Discovery experience as they their workload planning and priorities. They have experience with Discovery products and programs. Duties All Health queries. Beneficiary changes Change of bank details Withdrawals Change of personal details Requesting
ongoing need for support staff with Discovery experience in our team. See roles available below Paraplanners product accreditation and Financial Planning experience. The role requires end to end paraplanning and have experience as a paraplanner or in a compliance role, preferably with Discovery experience as they their workload planning and priorities. They have experience with Discovery products and programs. Duties All Health queries. Beneficiary changes Change of bank details Withdrawals Change of personal details Requesting
Ridge Please only apply if you meet all the requirements and have the necessary experience. Roles and Responsibilities YEARS SIMILAR EXPERIENCE - THIS IS NOT NEGOTIABLE Paraplanner or compliance experience ideally suited – advantage In-depth Excel and Excel formula experience
Ridge Please only apply if you meet all the requirements and have the necessary experience. Roles and Responsibilities YEARS SIMILAR EXPERIENCE - THIS IS NOT NEGOTIABLE Paraplanner or compliance experience ideally suited – advantage In-depth Excel and Excel formula experience
accurate data/documentation is obtained and captured. Matric, RE5 and FAIS Credits (as per FAIS requirement- 3 years Personal and Commercial Lines Claims experience Must be Fit & Proper in terms of the FAIS
accurate data/documentation is obtained and captured. Matric, RE5 and FAIS Credits (as per FAIS requirement- 3 years Personal and Commercial Lines Claims experience Must be Fit & Proper in terms of the FAIS
Quality experience within Financial Services 2 years and above of Discovery Product working experience Strong Strong experience in FNA's
Quality experience within Financial Services 2 years and above of Discovery Product working experience Strong Strong experience in FNA's
equivalent Sports betting and / or online gambling experience will be highly advantageous Ability to work independently