(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
high-level client base. · Provides assistance with semi-legal or contractual documents. · Responsible for
high-level client base. · Provides assistance with semi-legal or contractual documents. · Responsible for
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
skills. Office Requirements: Office - based position. Semi-formal dress code. Working hours are from 08:00
organisation in the preparation and presentation of the semi/annual budget and forecasting processes. Identify
organisation in the preparation and presentation of the semi/annual budget and forecasting processes. Identify