Funds Administrators (MIBFA). The Funds provides retirement, withdrawal, death, permanent disability, and experience in the latest developments in the retirement funds and financial services sector. Must demonstrate controlling and overseeing the operations of a retirement fund. Will be able to provide sufficient time at least five years direct experience in the retirement funds industry at a senior Must have completed
Funds Administrators (MIBFA). The Funds provides retirement, withdrawal, death, permanent disability, and experience in the latest developments in the retirement funds and financial services sector. Must demonstrate controlling and overseeing the operations of a retirement fund. Will be able to provide sufficient time at least five years direct experience in the retirement funds industry at a senior Must have completed
Update client portfolios on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation clients and their records on Wealthcraft the Retirement Cash Flow Forecaster, and the Asset Allocation
Update client portfolios on Wealthcraft, the Retirement Cash Flow Forecaster and the Asset Allocation clients and their records on Wealthcraft the Retirement Cash Flow Forecaster, and the Asset Allocation
Estates Sectional Title Units in Security Complexes Retirement Village Houses and apartments We currently manage properties, as well as affordable, traditional and retirement village housing. We provide our clients with bill all levies/relevant monthly charges for all Retirement Villages, including levies, CSOS, kitchen levy invoice Operators for their utility usage at the Retirement Villages (recovery of electricity, water, sewerage
legislative requirements relating to investments and retirement, as well as tax in the context of financial planning
Living annuities
- Life annuities
- Retirement annuities
- Preservation funds
-
when required.
Provide technical support on Retirement funds, legislation and tax to the Advisors.
death.
Sell annuities that pay an income at retirement.
Assist clients during the claims process
employee benefit schemes including medical aid and retirement fund, among others
business transactions, risk, pre- & post-retirement and investment plans, following the new business applicable.
Financial Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning.