Broker Assistant/Para-Planner

Broker Assistant/Para-Planner Position Available:We are currently looking to fill a permanent Broker Assistant/Para-Planner position located in Fourways Garden.What We Are Seeking:Experience in Life Insurance, Retirement, Sect 14s, Investments (local and offshore), Para-planning, Financial Needs Analysis, Estate Planning, New Business Administration,...

Broker Assistant/Para-Planner Position available: Permanent position based in Fourways Garden. What we are seeking: Experience in the following: Life Insurance Retirement Sect 14s Investments (both local and offshore) Para-planning /Financial Needs Analysis/Estate Planning New Business Administration Preparation of quotes Compliance Wills and Trusts ...

With the humble beginnings of a single store in Johannesburg CBD opened by Anthony and David Spitz in 1968, SPITZ has grown from strength-to-strength to become synonymous with the excellence of the exclusive international brands it offers in store.An exciting opportunity exists for an Assistant Planner at THE SPITZ GROUP working on the Green Cross and GX&Co....

**Job Number** - 70538 **Job Type** - Permanent **Job Title** - Assistant to Senior Broker **Computer Skills** - MS Excel,MS Outlook,MS Word,MS Office **Industry** - Financial Services **City** - Johannesburg (Incl. Northern Suburbs) **Province** - Gauteng - Capturing and taking minutes of meetings from Financial Advisors interaction with clients; -...

**Senior Broker Assistant** Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on X-plan for the Internal...

One of the leading financial services houses with a focus being on long term and long-term insurance and private wealth management is looking for a Senior Broker Assistant, with solid background in insurance. **Qualifications**: - Completed Diploma in Accounting - 5 to 10 years’ experience in similar role. **Skills**: - Excel knowledge - MS Office -...

**Location**: **Johannesburg** **Salary**: **216000 - 216000** **Job Type**: **Permanent** **Reference**: **63827** **Job Summary**: Our client is a leading figure in the commercial real estate industry who represent both landlords and tenants through the offering leasing, sales, valuations, corporate real estate advisory and property management...

We are looking for someone with insurance industry experience to join our ever-growing and high performing team. The right candidate is very enthusiastic, willing to go the extra mile, professional, hardworking, and able to work independently. The position requires a lot of travel and communication. Your own car is essential. As a Business Consultant, you...

**Overview** **Senior Broker Assistant Randburg** Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on...

**Experience and Required Business Skills** Grade 12 / Matric FAIS accreditation 120 insurance credits required Minimum 4 years industry experience Sound knowledge of insurance RE 1 - RE 5 preferable Experience on the X Plan CRM system would be highly beneficial Proficient in Word, Excel and Outlook Excellent relationship building skills Excellent...

Job descriptionSenior Broker Assistant Fourways. R R22 000 pmRE5 Qualification and min 1 year long term insurance experience compulsoryCapturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any...

OverviewSenior Broker Assistant RandburgEnsuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;Ensuring that all Compliance documentation is loaded on X-plan for the...

Location:JohannesburgSalary: Job Type:PermanentReference:63827Job Summary: Our client is a leading figure in the commercial real estate industry who represent both landlords and tenants through the offering leasing, sales, valuations, corporate real estate advisory and property management services. With capacity in there fast-paced Johannesburg team, they...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits requiredMinimum 4 years industry experienceSound knowledge of insuranceRE - RE 5 preferableExperience on the X Plan CRM system would be highly beneficialProficient in Word, Excel and OutlookExcellent relationship building skillsExcellent telephonic skillsEloquent...

Internal Advisor Para planner. R20 000 - R30 000 pm SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Advice on Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ---- per month Assist with downgrades if required and only if necessary Assist...

Internal Advisor Para planner. R20 000 - R30 000 pm SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Advice on Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ---- per month Assist with downgrades if required and only if necessary Assist...

INSURANCE ADMIN ASSISTANT R 20,000 pm Killarney, Johannesburg Small insurance brokers require an experienced person to handle following duties: Preparing, completing and submitting of all Compliance documents. Upload client financial information onto the software systems, and prepare scenarios to be used by financial planners in the preparation of...

Who we areSafrican is a respected life insurer with a footprint in South Africa and a subsidiary in Eswatini. Safrican has over 2 million principle lives covered and more than 7 million lives assured, The Company has grown from strength to strength since 2004. Purpose The main purpose of this position is to support the group sales strategy and business plan...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits preferableMinimum 4 years industry experience LONG term insurance)Sound knowledge of long term insuranceRE 1 - RE 5 preferableExperience on CRM systems would be highly beneficialProficient in Word, Excel and Outlook - advanced ExcelExcellent relationship building...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits preferableMinimum 4 years industry experience LONG term insurance)Sound knowledge of long term insuranceRE 1 - RE 5 preferableExperience on CRM systems would be highly beneficialProficient in Word, Excel and Outlook - advanced ExcelExcellent relationship building...