To find out more, click Apply or head on over to Crayon to review the full spec and apply How you'll roleAs a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with a...
Synopsis:A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:Job Description/Duties: Assisting Financial Planners in all their administrative tasks Research product information Prepare financial planning and investment proposals Handle and so...
We are recruiting for JUNIOR BROKER ASSISTANT / ADMINISTRATOR / SUPPORT For our client within the Financial Advisory Service Industry based in Rosebank Johannesburg. There is a opportunity for growth within the company. PLEASE NOTE: WE WILL ONLY ACCEPT APPLICATIONS VIA PNET AND WILL NOT BE TAKING DIRECT APPLICATIONS TO OUR EMAIL ADDRESS. THANK YOU Duties not limited to: Office administration resp...
IntroductionA vacancy for a Junior Logistics Broker in Pretoria.Duties & ResponsibilitiesEnsuring all new and old applications are submitted with correct FICA documentation as per company policy.All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per company policy.Ensuring that all Credit Guara...
IntroductionA vacancy for a Junior Logistics Broker in Pretoria.Duties & ResponsibilitiesEnsuring all new and old applications are submitted with correct FICA documentation as per company policy.All new clients are Credit Guarantee Insurance Cover approved with an approved limit before submission for registration on Logistics Information System as per company policy.Ensuring that all Credit Guara...
What will you do? We have an exciting opportunity for an Underwriting Assistant within our Financial Lines Underwriting Departments.What will make you successful in this role? Key responsibilities include: Underwriting Assistance: Draw monthly renewal list. Check claims experience. Send out renewal invitations / reminders. Follow up on invitations / renewals and secondary follow ups on new busine...
Broker Assistant/ Paraplanner
BA Personal as a specialist in our field of expertise with extensive experience in placing niche and specialized roles both Nationally and Globally, is known for attracting and representing high caliber candidates. Our clients are diverse Leaders in their respective Industries and Representatives across all business sectors. Excellent opportunity for a highly experienced OPERATIONS AND SALES ADMI...
The candidate will be responsible for performing the following tasks Daily reconcilliation of bank Accounts to the general ledger Daily recons of client funds balances in general Ledger to database Recons of cash deposits in bank to database allocations. Recons of credit card deposits per database to payments received. Preparing daily RA payments to administrator Reconciling daily RA payments fro...
Desk Broker Consultant (3 month Marketing Assistant training first before the Desk Broker Consultant will assume his/her position) Responsibilities Service the maximum number of IFAnet Product Provider contracts per calling point. Submit the maximum nu
Similar listings you may like:
My Short Term Insurance Broker in Houghton is looking for a Claims Broker. You will manage the claims administration and negotiation process of your allocated client base to place the client in the position they were in immediately prior to their loss and always trying to adhere to the company's service standards and turnaround times. Minimum Requirements: Matric RE 5 FETC in Short-Term Insurance...
Job Description Our client, a leader in professional services, is looking to add a Broker to their reinsurance team. Need to have excellent skills of negotiation and networking. Get in touch to find out more detail. Requirements: Degree in Actuarial Science, Mathematics, Engineering, Risk Management, etc. Completed RE 5 FAIS/short term insurance qualification (NQF 4) Understanding of the reinsura...
Job Description Our business product offering has grown significantly over the years which has led to the development of the OUTsurance Broker Tied Agent Model. The incumbent of this position will be responsible for growing and developing the business insurance portfolio by building a book of short-term insurance. The individual will sell personal lines and Commercial lines by prospecting and can...
Private BrokerDo you have Client portfolio-handling experience? Great negotiation skills? Continue reading!Aon South Africa is hiring a Private Broker, this is a hybrid role with the flexibility to work both virtually and from our Head Office in Sandton.The role of a Private Broker is to manage, oversee - Get Keep - Grow and Administer a portfolio of High-Net-Worth clients in line with the MOS, s...
We're looking for experienced talent to join our innovative, forward thinking business in the role of Specialist Broker Support. The role will focus on providing first line support to our customers, repairing dealers and brokers. Main responsibilities will be focused on providing support and query resolution for initial suite of Hoot and Broker products on our systems.Education A Matric Certifica...
Our client has an opportunity available for a Finance Assistant based in Meyersdal.Requirements:Proficiency in the English language.5 years working experience with Oracle ERP systems.Matric with a minimum C aggregate for Mathematics and Accounting- copy of matric results is required.BCom Accounting Degree or an equivalent qualification- compulsory.5 years financial experience.Knowledge:Pastel and...
Our client has an opportunity available for a Broker Consultant.Requirements:Matric or SAQA accredited equivalent- essential.BCom or similar qualification would be advantageous.3 to 4 years experience in sales and distribution in long-term insurance- essential.Experience in marketing or sales in banking, financial, insurance or business services. Responsibilities:Provide a quality service to brok...
Position:Agent: Broker SupportPosition Purpose:To assist the Key Account Officers with the general administration, queries, presentations, stand in for KAO at the pay points etc.Experience:1 - 2 years experience in the medical aid industryQualifications:MatricGeneric Objectives:Specific deliverables:Operating Model:-Ensure that payments were processed at correct rate and against available benefit...
Junior Finance Assistant Keystone 2023-07-14 JHB CBD Job Ref #: JnrFA0723 Industry: Accounts Job Type: Permanent Positions Available: 1 We are looking for a Junior Finance Assistant to join our Finance team. Job Description We are looking for a Junior Finance Assistant to join our Finance team. The ideal candidate should be organised with good attention to detail, be competent working in Microsof...
Well known insurance company Pretoria is looking for a Commercial Broker for Sales to join their team. Starting date January 2024Requirements:- Proven experience as a Commercial Insurance Broker, with a strong sales track record.- Exceptional communication and negotiation skills.- Ability to work independently and as part of a team.- Strong analytical and problem-solving abilities.- A valid drive...
Who are we?MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella all managed online. We are positive that with the right people on board, we will continue to gro...
To find out more, click Apply or head on over to Crayon to review the full spec and apply? LocationJohannesburg, South AfricaSalaryR21,000 - R26,000 per month (negotiable based on experience)How you'll roleAs the finance and operations assistant at this award-winning agency, you'll handle financial tasks like invoicing and reconciliation, manage accounts, and ensure compliance. You'll also overse...
Description Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.Objectives and ResponsibilitiesProvide quality direct sales service that results in the production of business from new and existing sources.Identify and execute on innovative methods to build own insurance port...
Description Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.Objectives and ResponsibilitiesProvide quality direct sales service that results in the production of business from new and existing sources.Identify and execute on innovative methods to build own insurance port...
Page 1 of 687
Next Page