Financial Adviser At Liberty Jobs in South Africa

pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles. referrals Proactively engage, educate members and advise members at key points in their journey •Plan and for business development. • Annual Budgets and Financial Management •Prepare and motivate for budget to professional bodies – where applicable. •Certified Financial Planner qualification preferred, FAIS qualifications years job-related experience (retirement and financial planning) with a focus on employee benefit client

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Credit: Credit Risk Manager – Origination And Structuring

H&s Labour Brokers Cc

Sunrise

all aspects of the transaction inclusive of, financial structuring, modelling, and legal documentation performing detailed credit and risk assessments, financial analysis, and market research. •Review legal documentation efficient and effective decision-making. •Oversee financial closure of transactions approved by sanctioning equity lending and investment structures •Strong financial modelling, deal structuring, corporate finance

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Member Channel / Journey Specialist

H&s Labour Brokers Cc

Kempton Park

as required • Provide members with access to financial performance information, tables, graphs, dashboards Drive campaigns for Client liaison – education, financial wellbeing, providing content in a rich multimedia new products and services relating to adjacent financial services (insurance, medical aid, wellness, etc) experience in CX platforms and solutions in a financial services environment. • Pension fund experience

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