Requirement:
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
Financial sector is looking for a Financial Advisor Assistant to join their team based in Port Elizabeth
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements
feedback on any instructions to Advisors and Advisor Assistants
feedback on any instructions to Advisors and Advisor Assistants
Requirements:
To provide commercial underwriting assistance to the Financial Advisors Liaising with clients Preparing quotations Issuing new policies, renewals, and endorsements Building and maintaining good working relationships with clients, colleagues and internal stakeholders Recording details and information
To provide commercial underwriting assistance to the Financial Advisors Liaising with clients Preparing quotations Issuing new policies, renewals, and endorsements Building and maintaining good working relationships with clients, colleagues and internal stakeholders Recording details and information
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements: