Broker Assistant
3 days ago
**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 retire successfully.
**Minimum requirements**
- Qualifications_
- Matric
- Higher Certificate in Financial Planning or Wealth Management Certificate (or equivalent qualification) would be an advantage
- Job specification _
- Submit and follow up all forms and servicing requests
- Prepare documents (forms, policy schedules)
- Handle all client administration queries
- Load and update policy and investment information on financial planning tool
- Work closely with team to ensure all required administration processes take place
- Experience _
- Must have done administrative work for a financial planner in an individual business capacity
- Minimum 2-3 years’ experience with the following products: Risk products
(Life/Disability/Dread Disease cover); Investment products (Retirement Annuities,
Preservers, Living Annuities, Endowments, Unit Trusts)
- Computer literacy: Xplan or financial planning software, Astute, Provider systems,
Outlook, Word, Excel
- Remuneration _
- Salaried position (cost to company with benefits)
Ability to commute/relocate:
- Johannesburg, Gauteng: Reliably commute or planning to relocate before starting work (preferred)
-
Broker Assistant
1 week ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: **Broker Assistant - Reinsurance Treaty**: Aon Re Africa is recruiting a Broker Support Administrator in the South Africa Treaty team based on a hybrid basis, from our Head Office in Sandton. The Broker Assistant supports Treaty Brokers in all aspects of Treaty Reinsurance placement including and not limited to administrative tasks,...
-
Broker Assistant
1 week ago
Johannesburg, South Africa Aon Full timeAon Re Africa is recruiting a Broker Support Administrator in the South Africa Treaty team based on a hybrid basis, from our Head Office in Sandton. The Broker Assistant supports Treaty Brokers in all aspects of Treaty Reinsurance placement including and not limited to administrative tasks, client (internal & external) servicing, preparing RFP’s and...
-
Broker Assistant/admin
3 days ago
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...
-
Broker
2 weeks ago
Johannesburg, South Africa Aon Corporation Full timePosting 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...
-
Casualty Broker
17 hours ago
Johannesburg, South Africa WTW Full timeBrokers 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...
-
Broker Support Administrator
1 week ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: **Broker Support Administrator - ROA Treaty** Aon Re Africa is recruiting a Broker Support Administrator in the ROA Treaty team based on a hybrid basis, from our Head Office in Sandton. The primary role of the broker support administrator is responsibility for assisting in producing and/or providing quality checks in respect of...
-
Senior Relationship Manager
2 weeks ago
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...
-
Short Term Broker
5 days ago
Johannesburg, South Africa Ultra Personnel Full timeMatric and RE 5 is essential Relevant financial qualification ie. a minimum of 80 credits and further studies towards 120 credits Minimum 2 years short term sales experience is required Own transport and valid drivers license Commercial and Personal insurance lines experience will secure Leads are provided by the Life Brokers Appointments will be booked by...
-
Johannesburg, South Africa Sanlam Full time**What will you do?**- - This career opportunity is available at **Santam Broker Solutions** for the** Head of Strategy and Innovation**, who will be based in Johannesburg.- Santam Broker Solutions conduct short-term insurance business across personal, commercial and mid-market corporate business, distributed through independent brokers across South Africa...
-
Johannesburg, South Africa Sanlam Full timeHead of Strategy and Innovation: Santam Broker Solutions Join to apply for the Head of Strategy and Innovation: Santam Broker Solutions role at Santam Insurance This career opportunity is available at Santam Broker Solutions for the Head of Strategy and Innovation , who will be based in Johannesburg. Santam Broker Solutions conduct short-term insurance...