Cape R15 000 - R17 000 CTC per month based on experience Permanent A leading provider of insurance solutions relevant life insurance policy medical underwriting experience Excel proficient MS Office proficient A tertiary appropriate decisions within the stipulated turnaround time. Maintain professionalism and provide high-level underwriting requests within a specified turnaround time. Notify your manager of any priority issues, escalation add value to the client's new business policy experience. Ensure a thorough understanding of the company's
Cape R15 000 - R17 000 CTC per month based on experience Permanent A leading provider of insurance solutions relevant life insurance policy medical underwriting experience Excel proficient MS Office proficient A tertiary appropriate decisions within the stipulated turnaround time. Maintain professionalism and provide high-level underwriting requests within a specified turnaround time. Notify your manager of any priority issues, escalation add value to the client's new business policy experience. Ensure a thorough understanding of the company's
Cape R15 000 – R17 000 CTC per month based on experience Permanent A leading provider of insurance solutions relevant life insurance policy medical underwriting experience Excel proficient MS Office proficient A tertiary appropriate decisions within the stipulated turnaround time. Maintain professionalism and provide high-level underwriting requests within a specified turnaround time. Notify your manager of any priority issues, escalation add value to the client’s new business policy experience. Ensure a thorough understanding of the company’s
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation directly contribute to enhancing the overall client experience and driving business growth. With constant innovation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and CFP designation. You'll also need at least 3 years of working experience as a Paraplanner within wealth
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial
financial needs analyses to proposing investment strategies tailored to the client's needs, you'll work service and results. What you'll need To be considered for this role, you'll need to have a minimum of 3 years years of working experience in an admin support/Paraplanner role working for an independent brokerage. You also need to have a completed tertiary degree, ideally with a Postgraduate Diploma in Financial
and reporting.
QUALIFICATION AND EXPERIENCE:
COMPETENCIES
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SOUTHERN SUBURBS MARKET RELATED, DEPENDING ON EXPERIENCE EE CANDIDATES PREFERRED Minimum requirements: firm and handling the financial side thereof AJS experience, and Excel advanced Capturing receipts Trust advocate payments during the month Trustworthy Good time management and deadline driven Consultant: Stephnie