well as work
hard to support the Senior Paraplanner and Broker to reach and obtain their own targets
To work alongside a dedicated team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA's (including cash flow forecasts). To keep up
Independent brokerage in Kloof seeks an Employee Benefits Administrator who has a recognised tertiary
Independent brokerage in Kloof seeks an Employee Benefits Administrator who has a recognised tertiary
Planning and organizing Knowledge Insurance and Brokerage Industry Experiance Knowledge of Products and
reputable and expanding short term insurance brokerage in Fourways, Johannesburg. The underwriter will
reputable and expanding short term insurance brokerage in Fourways, Johannesburg. The underwriter will
are accepted. Perform risk profile check on all brokerage clients. Create workflows on Elite Wealth and