(onboarding, significant life events, pre and post retirement)
As a Retirement Fund Consultant , your primary responsibility is to provide expert guidance by means adherence to legal requirements. Retirement Planning – Proficient in retirement planning principles, including pension fund management and guiding members on retirement readiness. Basic knowledge of Income Tax Act product At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee
(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
As a Retirement Fund Consultant , your primary responsibility is to provide expert guidance by means adherence to legal requirements. Retirement Planning – Proficient in retirement planning principles, including pension fund management and guiding members on retirement readiness. Basic knowledge of Income Tax Act product At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee
become available due to the current incumbent retiring. You will work 7 to 7 Monday to Thursday and 7
(life, disability and dread diseases
* Retirements options
* Must be able to communicate well
Insurance Facilitate the surrender of customer retirement annuities held with South African based insurance fund solutions and/or transfer of pension to new retirement annuity. Obtain final values for financial products cancellations and paid-up requests. Execute retirement claims, retirement investments and deferred pensions. iSupport country is required by SARS to withdraw from a Retirement Annuity Fund. Requirements: Minimum requirement:
Requiremen
Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre experience
client for death, disability, dread diseases and retirement