Broker Assistant Jobs

Ultra Personnel - East London, Buffalo City, ZA

Reach a point of confidence to sit in the client review meetings (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people... Monthly

from: adzuna.co.za (+4 sources) - 8 days ago

Headhunters - East London, Buffalo City, ZA

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition... Monthly

from: adzuna.co.za (+4 sources) - 10 days ago

Rory Mackie & Associates - Cape Town

Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act) Develop, maintain, and promote...

from: jobplacements.com - More than 30 days ago

Headhunters - Hillcrest, eThekwini, ZA (+1 location)

Check and ensure integrity of client data in the various company tools and CRMs. Financial Planning preparation & Client Reviews Complete the necessary training on the Companys preferred financial planning... Monthly

from: adzuna.co.za (+4 sources) - 27 days ago

Kay Solomon Recruitment - Fourways, Gauteng, South Africa

Obtaining Client Authorities for preparing portfolio's via Astute, Fact Finding, checking them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's... R15K - R22K + incentives + commission

from: pnet.co.za - 2 days ago

Absa Group Limited - Klerksdorp, North West, SA (+2 locations)

Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs). Further Education and Training Certificate (FETC)... Not specified

from: mrjobs.co.za - 24 days ago

Treetop Talent - Midrand, Gauteng, South Africa

Credit Control forms part of servicing and it is required that you monitor/track your brokers clients that appear on the credit control reports, this can be done via Discovery's website or the spreadsheets...

from: pnet.co.za - 15 days ago

Pretoria, Gauteng, South Africa

Returning and handling of all client and transport related queries and feedback to all parties in a timely and professional manner. Ensuring that all Credit Guarantee Insurance Cover limits are adhere...

from: jobleads.co.za - More than 30 days ago

Pretoria, Gauteng, South Africa

Returning and handling of all client and transport related queries and feedback to all parties in a timely and professional manner. Ensuring that all Credit Guarantee Insurance Cover limits are adhere...

from: jobleads.co.za - More than 30 days ago

Headhunters - Hillcrest, Hillcrest, South Africa

Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and Portfolio Manager are aligned and compliant to...

from: pnet.co.za - Yesterday