Broker Financial Planner Jobs in South Africa - Page 3

Manager Support Houghton NEW

 Ashton Personnel

Houghton

 R25000-R40000 neg depending on experience

senior broker HOUGHTON based R25000-R40000 neg depending on experience Leading Insurance Financial brokerage senior broker HOUGHTON based R25000-R40000 neg depending on experience Leading Insurance Financial brokerage senior broker HOUGHTON based R25000-R40000 neg depending on experience Leading Insurance Financial brokerage

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Wealth Advisor Assistant

Paarl

hed Financial Services client seeks a Wealth Advisor Assistant / Personal Assistant to Financial Planner provide comprehensive administrative support to the Financial Advisors. They are looking for a highly efficient or Office Administration or Financial Services Administration in a Financial Service environment

Excellent

Provide support services to Financial Planner

General administration / Maintain CRM

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Junior Paraplanner Randpark Ridge

 Treetop Talent

Randpark Ridge

PARAPLANNER / QA Admin for our client within the Financial Services Industry. Role is based in Midrand and or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed information from new business file provided by the broker and inserting information into Discovery Smart Life, Health, Investment and short term insurance broker appointments Full review of fund choices within Re1 - advantageous Degree or diploma within the financial services/insurance/ etc space 2 years of previous

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Junior Paraplanner / Qa Admin

 Treetop Talent

Randpark Ridge

PARAPLANNER / QA Admin for our client within the Financial Services Industry. Role is based in Midrand and or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed information from new business file provided by the broker and inserting information into Discovery Smart Life, Health, Investment and short term insurance broker appointments Full review of fund choices within Re1 - advantageous Degree or diploma within the financial services/insurance/ etc space 2 years of previous

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Commercial Claims Consultant Negotiable

 Global Options

Bedfordview

attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to

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Commercial Consultant Bedfordview

 Global Options

Bedfordview

attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to

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Claims Handler (insurance)

 Creative Leadership Solutions

Centurion

motor and non-motor claims Broker and supplier liaison Communicate with brokers telephonically and by email system (including the renaming of documents) Assist brokers with general and claims related queries Request

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Claims Handler (insurance) Centurion

 Creative Leadership Solutions

Centurion

motor and non-motor claims Broker and supplier liaison Communicate with brokers telephonically and by email system (including the renaming of documents) Assist brokers with general and claims related queries Request

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Office And Client Relationship Manager

Johannesburg

using/promoting relationships with insurance companies, brokers and assessors.

Qa Administrator

 Treetop Talent

Randpark Ridge

a QA Administrator for our client within the Financial Services industry. Based in Randpark Ridge Please or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed needed. Requirements Diploma within financial services/insurance/similar Strong Discovery Product knowledge

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