achieve them. This includes investment advice, retirement planning, tax planning, monitoring and reviewing • Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable comfortable retirement. • Tax Planning: Provide guidance on tax-efficient investment strategies and suggest
achieve them. This includes investment advice, retirement planning, tax planning, monitoring and reviewing • Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable comfortable retirement. • Tax Planning: Provide guidance on tax-efficient investment strategies and suggest
experience in admin and driving Preferably a semi-retired candidate R 120 K p.a.
experience in admin and driving Preferably a semi-retired candidate R 120 K p.a.
related qualifications Access to Medical Aid, Retirement and Group life benefits provided Annual bonus
related qualifications Access to Medical Aid, Retirement and Group life benefits provided Annual bonus
related qualifications Access to Medical Aid, Retirement and Group life benefits provided Annual bonus
performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and payments
performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and payments
group risk, medical schemes, provident funds, retirement annuities Employee benefits administration, servicing