(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
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s:
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4 years of experience in employee benefits or retirement fund administration, preferably in a similar
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Undergraduate degree or Retirement Fund qualification
Contact
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
training.
At least 5 years employee benefits / retirement fund administration experience specifically in
/>Qualification:
Undergraduate degree/ Retirement Fund qualification.
Contact
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
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
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when required.
Provide technical support on Retirement funds, legislation and tax to the Advisors.
Insurance Facilitate the surrender of customer retirement annuities held with South African based insurance fund solutions and/or transfer of pension to new retirement annuity. Obtain final values for financial products cancellations and paid-up requests. Execute retirement claims, retirement investments and deferred pensions. iSupport country is required by SARS to withdraw from a Retirement Annuity Fund. Requirements: Minimum requirement: