Senior Broker Assistant Randburg

7 months 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 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

**Salary**: R15,000.00 - R22,000.00 per month

Ability to commute/relocate:

- Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Are you efficient in Word, Excel and Outlook?
- Do you have RE5 and an industry related qualification at 120 Credits for the sales position?

**Education**:

- High School (matric) (preferred)

**Experience**:

- Min 2 Yrs (required)


  • Broker Assistant

    1 month ago


    Johannesburg, South Africa Jobted ZA C2 Full time

    Role Description This is a full-time Broker Assistant / Broker Assistant Administrator role located in Randburg. As a Broker Assistant Administrator, you will be responsible for providing administrative support. Your day-to-day tasks may include managing calendars, organizing meetings, handling correspondence, making travel arrangements, and assisting with...

  • Broker Assistant

    1 month ago


    Johannesburg, South Africa Bianca consulting Full time

    Role DescriptionThis is a full-time Broker Assistant / Broker Assistant Administrator role located in Randburg. As a Broker Assistant Administrator, you will be responsible for providing administrative support. Your day-to-day tasks may include managing calendars, organizing meetings, handling correspondence, making travel arrangements, and assisting with...


  • Johannesburg, Gauteng, South Africa Bianca consulting Full time

    **Randburg-Based Broker Assistant Administrator Role**Bianca Consulting seeks a skilled and organized individual to fill the role of Broker Assistant Administrator in our Randburg office. In this position, you will handle various administrative tasks, including calendar management, meeting organization, and correspondence.To succeed in this role, you should...


  • Johannesburg, Gauteng, South Africa Bianca consulting Full time

    **Job Summary**As a skilled Administrative Coordinator at Bianca Consulting, located in the heart of Randburg, your primary focus will be on providing top-notch administrative support to our team. This includes managing calendars, organizing meetings, handling correspondence, making travel arrangements, and assisting with general office tasks and occasional...


  • Johannesburg, South Africa Unique Personnel Full time

    **Job Number** - 68056 **Job Type** - Permanent **Job Title** - Senior Broker Assistant **Computer Skills** - Ms Office,Xplan **Industry** - Financial Services **City** - Johannesburg **Province** - Gauteng - Capturing and taking minutes of meetings from Financial Advisors interaction with clients; - Ensuring that compliance documentation and Financial...


  • 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...

  • Broker Consultant

    5 days ago


    Johannesburg, South Africa Luelle Consulting Full time

    **Gauteng**, JHB - Western Suburbs** **R 300000 - R 360000 Annually Basic Plus Commission (Commission, Negotiable)** **FAIS / RE Financial Advisors/Broker Consultants - 360k pa + comm** **Randburg** **Financial Advisors / Broker Consultants** **Calling on Sales Consultants from financial Services with RE and FAIS***: - My client is paying above-average...

  • Broker Assistant

    5 months ago


    Johannesburg, South Africa Aon Corporation Full time

    Posting Description: **Broker Assistant - Reinsurance Treaty** Do you have a great reinsurance knowledge? Looking for a career shift? We are Hiring Aon Re is hiring a Broker Assistant; this is a hybrid role with the flexibility to work both virtually and from our Head Office in Sandton. The primary role of a broker assistant is to act as a trainee broker...

  • Insurance Broker

    5 days ago


    Johannesburg, South Africa Pricehatch Full time

    Industry: Short term insurance brokerage Location: Randburg JOB DETAILS We are looking for a self motivated, sales driven insurance broker with extremely good communication skills and a strong personality who is extremely good with telephonic sales. Responsibilities will include but not limited to - Own Lead generation and acquiring new clients -...


  • Johannesburg, Gauteng, South Africa Bianca consulting Full time

    Bianca Consulting is seeking a highly organized and detail-oriented Senior Administrative Support Associate to join our team in Randburg. As an experienced Broker Assistant Administrator, you will provide administrative support to our team, ensuring seamless day-to-day operations.This role involves managing calendars, coordinating meetings, handling...

  • Senior Broker

    7 months ago


    Johannesburg, South Africa Aon Corporation Full time

    Posting 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...

  • Senior Broker

    6 months ago


    Johannesburg, South Africa Aon Corporation Full time

    Posting 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...


  • Johannesburg, South Africa The Recruitment Agency South Africa (TRASA) Full time

    **Overview** **Internal Advisor Paraplanners Randburg** SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirementproductswithaviewtoupgrades.Maintain a minimum UPGRADE target Assist with downgrades if required and only if necessary Assist with marketing...

  • Sales Assistant

    7 months ago


    Johannesburg, South Africa Pillango Placements Full time

    **Gauteng**, JHB - North** **R 15000 - R 20000 Monthly Cost To Company** Our client is a national company that supply and distribute renewable energy products. They are looking for an organised **Sales Assistant** for their branch in Randburg. We are looking for an organised and experienced Sales Assistant who has previously worked in a sales role in an...

  • Broker Assistant

    4 days ago


    Johannesburg, South Africa Chartered Wealth Full time

    **Financial Planning Administrator (Broker Secretary)** Be part of a vibrant, passionate client interfacing company. We are one of the largest, independent financial planning practices in South Africa. Our aim is to find a skilled, Broker Secretary (Administrator) to provide administration support for a financial planning team. Help us empower our clients to...

  • Casualty Broker

    2 days ago


    Johannesburg, South Africa WTW Full time

    Brokers serve as an integral interface between Willis Towers Watson clients and prospects and various insurance carriers in the marketplace. They advise Producers and other colleagues on the design of complex risk management programs for clients; present submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of...


  • Johannesburg, South Africa CME Recruitment Full time

    A large Retail company is looking for an Assistant Front Shop Manager for one of their Pharmacy Retailers in Randburg. You will be responsible for: Managing, supporting and monitoring the effective sales on the product lines (Skincare, Cosmetics, vitamins, Personal Care) Minimizing wastage Maintain stock Maintain standards as per the floor...


  • Johannesburg, South Africa AIG Full time

    **Purpose of the Role**: Build and grow portfolios with independent brokers that will lead to increased production in our chosen products. Develop, retain and expand business relationship with independent broker distribution channels in South Africa. Manage relationships to ensure that service levels meet or exceed customer expectations across all products...


  • Johannesburg, South Africa Chartered Wealth Solutions Full time

    **Financial Planning Administrator (Broker Secretary)** Be part of a vibrant, passionate client interfacing company. We are one of the largest, independent financial planning practices in South Africa. Our aim is to find a skilled, Broker Secretary (Administrator) to provide administration support for a financial planning team. Help us empower our clients to...


  • Johannesburg, South Africa Green Marble Recruitment Consultants Full time

    **Gauteng**, JHB - Northern Suburbs** **R 800 000 - R 1 000 000 Annually Cost To Company** **Minimum requirements**: *** - **Engineering Degree or Diploma in combination with 5 years of experience as a Broker Consultant / Underwriting Manager.** ***: ***: - **Min 5 years experience in the growth of allocated broker portfolio, broker portfolio loss ratio,...