Broker Assistant/ Paraplanner

**Paraplanner** Location**:Pretoria East, Gauteng** A leading insurance company dedicated to providing comprehensive financial solutions has a position available for a Paraplanner. Key Responsibilities: - Conduct thorough research on insurance products, market trends, and regulatory requirements to stay informed and provide up-to-date advice. -...

IntroductionA well-established financial planner in Pretoria East is looking for an experienced Assistant Paraplanner to join their company.Desired Experience & Qualification• Matric Qualification• BCom Degree (Required)• CFP - Diploma in Financial Planning (Advantage)• Can read and speak Afrikaans and English (Required)• Previous working...

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ - **OR CANIDATE WITH COMPLETED FINANCIAL PLANNING DEGREE (2023) WITHOUT EXPERIENCE - to be trained as a Paraplanner**_ - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ .Bachelor’s degree in finance, economics,...

_**FINANCIAL PARAPLANNER, R25k neg, near Silverlakes**_ - **EXCELLENT CAREER OPPORTUNITY ☆☆☆Upmarket, well established company in the Financial Services Industry, requires the following**:_ .Bachelor’s degree in finance, economics, accounting, or a related field. 3+ Years of experience in financial planning and analysis preferred. Prepare...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

**Responsibilities**: Liaise with insurance companies regarding policy changes, renewals, and underwriting requirements. Ensure that all documentation related to insurance policies are accurate and updated. Deliver excellent customer service by answering queries and providing information about policies. Maintain and manage accurate records of policies and...

Matric is essential Must be fluent in English and Afrikaans - read, write and speak Qualification / Certificate in investments / financial planning / business management would be an advantage 2-3 years experience in a client services environment 3 years experience in the financial services industry preferred **Computer literacy**: Microsoft Office,...

2years - Reporting and support for Senior Credit Controller - Daily Client and Supplier remittance allocations - Assisting with bi-monthly and yearly audits. - Back up / support to Invoicing Team - Liaison daily with clients regarding outstanding/receipts. - Daily/Weekly/Monthly statements / reports to clients - Follow up and assist solving client queries. -...

3years Diary management Travel and accommodation arrangements Personnel administration Leave administration Appointment documentation filing etc Broker administration: Appointment documentation General communication documentation Orders, accounts and payments **Qualifications and Experience**: Matric/grade 12 certificate Secretarial diploma/office...

Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

Our client is looking for a RE Certified Underwriter – Short-term Insurance to join their team based in Pretoria, South Africa.Qualifications and Experience:Must hold RE certification and be qualified in short-term insurance.A minimum of 5 years of experience in the short-term insurance industry, with a proven track record in underwriting and broker...

Our client is looking for a RE Certified Underwriter – Short-term Insurance to join their team based in Pretoria, South Africa.Qualifications and Experience:Must hold RE certification and be qualified in short-term insurance.A minimum of 5 years of experience in the short-term insurance industry, with a proven track record in underwriting and broker...

Our client is looking for a RE Certified Underwriter – Short-term Insurance to join their team based in Pretoria, South Africa. Qualifications and Experience: Must hold RE certification and be qualified in short-term insurance. A minimum of 5 years of experience in the short-term insurance industry, with a proven track record in underwriting and broker...

Our client is looking for a RE Certified Underwriter – Short-term Insurance to join their team based in Pretoria, South Africa.Qualifications and Experience:Must hold RE certification and be qualified in short-term insurance.A minimum of 5 years of experience in the short-term insurance industry, with a proven track record in underwriting and broker...

**Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

Our client is URGENTLY looking for an Assistant to Estate Officer Administrator/ Fiduciary Specialist. Our clients company specializes in the administration of deceased estates._ **Title**:Assistant to Estate Officer position **Area**: Montana (Pretoria - North) **Salary**: R10 000- R15 000 (Depending on Experience and Skills) **Appointment type**:...

Laura Deats Appointments are experts in matching top talent to career opportunities in order to build high performance teams and enhance your company's competitive edge.Our client a well established provider of services to the automotive and fleet sector wishes to appoint a self driven, energetic candidate with excellent communication and negotiation skills...

**Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...