Brokers Assistant

**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 -...

**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...

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,...

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...

Are you an individual or a group searching for a reliable and knowledgeable broker to trade with while improving your skills? Your search ends here! INGOT Brokers is currently seeking driven traders who are eager to enhance their trading abilities and embark on a rewarding financial journey. At INGOT Brokers, we take pride in offering exceptional service...

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...

Are you an individual or a group searching for a reliable and knowledgeable broker to trade with while improving your skills? Your search ends here INGOT Brokers is currently seeking driven traders who are eager to enhance their trading abilities and embark on a rewarding financial journey.At INGOT Brokers, we take pride in offering exceptional service and...

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...

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...

**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,...

Posting Description: **Property Broker** Exciting opportunity!!! Aon South Africa is recruiting a Property Broker in our Broking division, based at our office in Sandton. This is a hybrid role with the flexibility to work both virtually and from our Head Office. The role of a Property Broker is to work closely with the more experienced Brokers and Client...

Posting Description: **Broker - Reinsurance Facultative** Do you have Facultative experience? Are you passionate about clients? Read on! Aon Reinsurance Solutions Africa is recruiting a Broker in our Facultative department, based on a hybrid basis, from our offices in Sandton. The primary role of the broker is to negotiate the best possible prices and...

PurposeThe main purpose of this position is to support the group sales strategy and business plan by growing and retaining allocated broker portfolio business through dynamic customer relationship management that ensures customer loyalty, grow intermediaries base, and, grow new profitable direct group business within the target markets to achieve desired...