Senior Broker Assistant Fourways
4 weeks ago
Senior Broker Assistant Fourways.
R15 000 - R22 000 pm
RE5 Qualification and min 1 year long term insurance experience compulsory
Capturing 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 other requirements;
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 Compliance Officer as well that all FNA’s are attached to Xplan on a daily basis;
Keeping records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation;
Obtaining Client Authorities for preparing portfolio’s via Astute, Fact Finding , checking them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolio’s are prepared one week prior to the Advisor/s meeting with the clients;
Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client;
In house servicing – Upgrade’s and downgrades
Ensuring that new business is processed timeously and that any outstanding quotations are followed up on – Pipe and new business must be followed up daily;
Dealing with queries, difficult clients and complex queries that may be received by the Advisor/s and the Financial Planning Practice;
Interact with Clients Diligently and Fairly;
Striving to assist your broker/s in achieving and exceeding sales targets;
Contacting clients for beneficiary changes / Wills /arrear premiums /replacements /broker changes/ lapses / cancellations and ensuring that we try to save this business;
Liaise with broker consultants and Insurance Companies;
Sending out communication and liaising with clients to keep them updated;
Following up on leads and campaigns;
Check the database for possible new business and ensure that details on system are up to date and correct;
Contacting clients for counter-offer letters and declines;
General administration and In- House servicing/new business; and
Must attend all training sessions and further the employee is required to complete and pass the FICA assessment.
Assisting clients in going from blue to gold on Vitality.
Checking all user groups are linked Directors, Shareholders, Trusts, Trustees, Employer/Employees etc
Changes to Buy & Sells & ensuring they are updated annually
-
Senior Broker Assistant Fourways
2 weeks ago
Johannesburg, South Africa The Recruitment Agency South Africa (TRASA) Full time**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...
-
Senior Broker Assistant Fourways
2 weeks ago
Johannesburg, Gauteng, South Africa TRASA Full timeJob 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...
-
Broker Assistant/Para-Planner
2 weeks ago
Johannesburg, Gauteng, South Africa Shaunette Recruitment Full timeBroker 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
4 weeks ago
Johannesburg, South Africa Shaunette Recruitment Full timeBroker 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 ...
-
Broker Assistant/Para-Planner
4 weeks ago
Johannesburg, South Africa Shaunette Recruitment Full timeBroker 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 ...
-
Broker Assistant/Para-Planner
4 weeks ago
Johannesburg, South Africa Adzuna ZA B C2 Full timeBroker 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 ...
-
Assistant to Senior Broker
2 weeks ago
Johannesburg, South Africa Unique Personnel Full time**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
6 days ago
Johannesburg North, South Africa Communicate Recruitment Full timeOne 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 -...
-
Senior Broker Assistant Randburg
1 week ago
Johannesburg, South Africa The Recruitment Agency South Africa (TRASA) Full time**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...
-
Senior Broker Assistant Randburg
2 weeks ago
Johannesburg, Gauteng, South Africa The Recruitment Agency South Africa (TRASA) Full timeOverviewSenior 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...
-
Assistant Restaurant General Manager – Fourways
4 weeks ago
Fourways, Johannesburg Ward 94, Randburg, City of Johannesburg Metropolitan Municipality, Gauteng, 2086, South Africa FreeRecruit Full timeEstablished Restaurant in Fourways is looking for an Assistant General Manager. Candidates with 6+ years Restaurant management experience, of which 4+ years must be as a senior manager will be considered. Must have strong operations management skills with the ability to manage a complete Restaurant operation. Applicants must be well spoken and fluent in...
-
Assistant Restaurant General Manager – Fourways
4 weeks ago
Fourways, Johannesburg Ward 94, Randburg, City of Johannesburg Metropolitan Municipality, Gauteng, 2086, South Africa FreeRecruit Full timeEstablished Restaurant in Fourways is looking for an Assistant General Manager. Candidates with 6+ years Restaurant management experience, of which 4+ years must be as a senior manager will be considered. Must have strong operations management skills with the ability to manage a complete Restaurant operation. Applicants must be well spoken and fluent in...
-
Senior Broker
2 weeks ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: **Senior Broker - Property** Great interpersonal skills? Good at advising clients and colleagues alike? Read on! Aon South Africa is hiring a Senior Property Broker located at our Head Office in Sandton, based on a hybrid basis. The role of a Senior Property Broker is to work closely with Client Managers, possess the technical...
-
Assistant General Restaurant Manager
1 month ago
Johannesburg, South Africa Restaurant Careers Full timeEstablished Restaurant in Fourways is looking for an Assistant General Manager. Candidates with 6+ years Restaurant management experience, of which 4+ years must be as a senior manager will be considered. Must have strong operations management skills with the ability to manage a complete Restaurant operation. Applicants must be well spoken and fluent in...
-
Assistant General Restaurant Manager
4 weeks ago
Johannesburg, South Africa Restaurant Careers Full timeEstablished Restaurant in Fourways is looking for an Assistant General Manager. Candidates with 6+ years Restaurant management experience, of which 4+ years must be as a senior manager will be considered. Must have strong operations management skills with the ability to manage a complete Restaurant operation. Applicants must be well spoken and fluent in...
-
Assistant General Restaurant Manager
1 month ago
Johannesburg, South Africa Restaurant Careers Full timeEstablished Restaurant in Fourways is looking for an Assistant General Manager. Candidates with 6+ years Restaurant management experience, of which 4+ years must be as a senior manager will be considered. Must have strong operations management skills with the ability to manage a complete Restaurant operation. Applicants must be well spoken and fluent in...
-
Assistant General Restaurant Manager
4 weeks ago
Johannesburg, South Africa Restaurant Careers Full timeEstablished Restaurant in Fourways is looking for an Assistant General Manager. Candidates with 6+ years Restaurant management experience, of which 4+ years must be as a senior manager will be considered. Must have strong operations management skills with the ability to manage a complete Restaurant operation. Applicants must be well spoken and fluent in...
-
Senior Broker Assistant
7 days ago
Johannesburg, South Africa KMCK Talent Sourcing Full time**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...
-
Senior Broker
5 days ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: **Senior Broker - Rest of Africa Treaty** Are you a knowledgeable Treaty professional? Ready for the next step in your career? Aon Reinsurance Solutions is recruiting a Senior Broker in the Rest of Africa Treaty department, based on a hybrid basis, from our Head office in Sandton. The primary role of the senior broker is to negotiate...
-
Senior Broker Assistant
2 weeks ago
Johannesburg, Gauteng, South Africa KMCK Talent Sourcing Full timeExperience 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...
