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Assistant To Financial Advisor/ Broker Assistant Negotiable
Fhh Consultants Ltd.
Fourways
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
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Match-up Pty LtdBryanston
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market their clients. Advisors use their knowledge and expertise to construct personalized financial plans that that aim to achieve the financial goals of clients. These plans include not only investments but also savings savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular from the services of a financial advisor. Facilitate comprehensive financial planning for individual
Broker Sandton
MultisearchSandton
R20 000.00 pioneer in the online insurance industry based in Sandton, is seeking an Enterprise broker to join their team sell the client's platform. If you are a seasoned Broker with a passion for delivering exceptional client as a Commercial Broker in South Africa, with a proven track record in the insurance industry. Relevant African insurance licenses are required (EG: RE5/FAIS) Thorough knowledge of commercial insurance products
Broker Assistant Fourways
Fhh Consultants Ltd.Fourways
Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) accompany all new business as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries
Enterprise Broker R20 000.00
MultisearchSandton
R20 000.00 pioneer in the online insurance industry based in Sandton, is seeking an Enterprise broker to join their team sell the client's platform. If you are a seasoned Broker with a passion for delivering exceptional client as a Commercial Broker in South Africa, with a proven track record in the insurance industry. Relevant African insurance licenses are required (EG: RE5/FAIS) Thorough knowledge of commercial insurance products
Legal Advisor (financial Services - Investments) Competitive Package
Csg ResourcingSandton
clients, external legal counsel, and external legal advisors representing client interests. Manage internal lender/financing representatives and operations on financial close processes. Regular reporting to the Head experience, post articles. Experience as a legal advisor in a corporate legal department or attorney in
Business Analyst Insurance Sandton
C Ahead Info TechnologiesSandton
Headquartered in Palo Alto (California), C Ahead Technologies is an innovative brainchild of its founders created to provide IT Services, Digital Technologies, Strategic Workforce, and Outsourcing in an effective manner to its clients. C Ahead is globally recognized for its core value in great relat
Insurance Specialist Experience Dependant
Röhlig-grindrod LtdLinbro Park
adaptive Insurance Specialist is required for our Head Office - Legal department. Insurance Cover management management. Management of Insurance Brokers. Annual Insurance renewals. Claims Management. Cell Captive Projects and Ad hoc. Experience Minimum of 5 years' insurance experience in a similar role in the logistics logistics industry Knowledge and understand insurance products, specifically relating to the logistics industry to impart knowledge to the business on complex insurance issues Deciding and initiating action Delivering
Insurance Specialist Linbro Park
Röhlig-grindrod LtdLinbro Park
adaptive Insurance Specialist is required for our Head Office - Legal department. Insurance Cover management management. Management of Insurance Brokers. Annual Insurance renewals. Claims Management. Cell Captive Projects and Ad hoc. Experience Minimum of 5 years' insurance experience in a similar role in the logistics logistics industry Knowledge and understand insurance products, specifically relating to the logistics industry to impart knowledge to the business on complex insurance issues Deciding and initiating action Delivering
Insurance Product Manager Midrand
A1l DigitalMidrand
the telecommunications sector is seeking for an Insurance Product Manager on a contract duration of 12 months wealth of insurance experience to enhance the creation and development cutting-edge insurance products bridging the gap between telco capabilities and the insurance opportunities that exist, ensuring that the 7 their unique markets. Responsibilities: Champion Insurance Management Product Strategy & Execution Spearhead Partnerships to Drive Innovation Build "trusted advisor" relationship with business leaders across companies
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