seeking a motivated and proactive Short-Term Insurance Paraplanner to join our team in Somerset West Helderberg area.
2 -Years of regulatory insurance would be beneficial.
Must have matric.
Must
has an opportunity for an experienced Service Advisor to join their highly dynamic team. Basic salary have at least one year experience as a Service Advisor. Duties will include: Greet customers and assess Requirements: Previous experience as a Service Advisor in the automotive industry. Strong knowledge of
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers segment referrals by using the referral script Advisor will pay a seat cost for the opportunity to have
Reference: CPT000515-CB-1 We require a qualified and experienced Financial Planner / Para Planner in the Helderberg area for a boutique Financial Services Firm. Minimum Requirements: Grade 12 CFP (Certified Financial Planner) Category I Category II FSB product registrations 3 years working experienc
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers segment referrals by using the referral script Advisor will pay a seat cost for the opportunity to have
a similar role
Business Analysis qualification ● Short term insurance sales, administration process and operations ● lines ● 3 years Business Analysis experience ● Insurance domain knowledge – CL, Claims, Finance, Experience
with financial institutions, external auditors, insurance and legal where required; Assist in preparation preparation and maintenance of budgets. Insurance administration and claims Cost saving initiatives Other ad hoc
Requirements: Matric Working experience in an insurance claims environments advantageous but not essential
addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners