for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification relevant class of business and product specific training Ability to function at a strategic level whilst good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification relevant class of business and product specific training Ability to function at a strategic level whilst good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance
(Risk Products) . To provide and implement advice in respect of insurance needs and solutions to the opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance relevant class of business and product specific training. FAIS compliant (continuous professional development) insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations
(Risk Products) . To provide and implement advice in respect of insurance needs and solutions to the opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance relevant class of business and product specific training. FAIS compliant (continuous professional development) insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
that advisors are providing suitable advice to clients, according to client needs and risk appetite; Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Bookkeeper with 3-4 years of bookkeeping experience. You need experience in Full Bookkeeping to Trial Balance duties.
Salary Up to R 25000 + Provident fund contribution
4 Years of Bookkeeping experience
Full Debtors and Creditors experience
General Office Administration recordkeeping
Experience in assisting with a small payroll of 20 staff (all permanent)
Experience in dealing Pastel, QuickBooks and Excel needed
SARS efling experience with returns and some submissions
R17 000 CTC per month based on experience Permanent A leading provider of insurance solutions, dedicated relevant life insurance policy medical underwriting experience Excel proficient MS Office proficient A tertiary turnaround time. Maintain professionalism and provide high-level service excellence when interacting add value to the client's new business policy experience. Ensure a thorough understanding of the company's for workflow management. Identify additional training needs for sales agents related to the Asset Life
R17 000 CTC per month based on experience Permanent A leading provider of insurance solutions, dedicated relevant life insurance policy medical underwriting experience Excel proficient MS Office proficient A tertiary turnaround time. Maintain professionalism and provide high-level service excellence when interacting add value to the client's new business policy experience. Ensure a thorough understanding of the company's for workflow management. Identify additional training needs for sales agents related to the Asset Life
relationships. They value collaboration and teamwork. Provide a dynamic and supportive environment where your a broad range of clients with differing needs, thus providing tangible opportunities for learning and Minimum Requirements Experience and Skills Required: Post article experience in an audit practice advantageous (accounting or financial accounting) SAICA/AGA/SAIPA training contract completed or qualified. Personal Qualities: engagements, statutory and tax compliance whilst providing value-added advice to the client. Position Overview: