We are one of Liberty's largest and top producing National Distibution partners with a large national footprint. At EQ-FIN we pride ourselves on offering a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation driven by a purpose: we want to secu
To manage the Hospital Benefit Management Department, provide clinical oversight and training, incorporating incorporating the philosophy of Demand Management. To identify areas of clinical risks and assist in mechanisms Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS Understand valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the present the relevant managed care reports for the schemes Articulate the value of the managed care solutions
and own car essential. Duties include: Diary Management Client Liaison General Administration – filing between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies
and own car essential. Duties include: Diary Management Client Liaison General Administration – filing between management Companies, Ninety One, Allan Gray, and various other transfers between management Companies
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial
consideration the compensation, job fulfillment and quality of life. APPLY NOW TO BECOME A PART OF A STRONG development Financial needs analysis Relationship building Build a professional practice under the Liberty brand path to financial security Assisting people to manage their wealth holistically Provide solutions for
consideration the compensation, job fulfillment and quality of life. APPLY NOW TO BECOME A PART OF A STRONG development Financial needs analysis Relationship building Build a professional practice under the Liberty brand path to financial security Assisting people to manage their wealth holistically Provide solutions for
program, and an ongoing support structure to help you build your career and grow your portfolio. Work directly financial goals Develop a roadmap to help clients build, protect, and transition their finances and wealth financial lives in actionable ways, ensuring a high-quality client experience during every interaction Construct tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps feedback and continued education opportunities Build and manage your professional practice Qualifications
accordance with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners learners in accordance with the SETA/NOSA Quality Management System requirements. To complete all Portfolios accordance with the relevant assessment guides and Quality Management System work instructions, and to ensure the and adhere to all deadlines. Assist client with project details, resolve and log queries efficiently and Training Manager receives copies of these. Adhere and conform to the NOSA Quality Management System.
accordance with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners learners in accordance with the SETA/NOSA Quality Management System requirements. To complete all Portfolios accordance with the relevant assessment guides and Quality Management System work instructions, and to ensure the and adhere to all deadlines. Assist client with project details, resolve and log queries efficiently and Training Manager receives copies of these. Adhere and conform to the NOSA Quality Management System.