required credits 23 years of proven experience as a Broker Consultant within the short-term insurance sector Valid drivers license... acquisition while ensuring the retention and growth of existing broker portfolios. Provide comprehensive support to brokers...
Administrative Assistant to Financial Adviser/Planner We are seeking a highly organized and experienced... Administrative Assistant to support a team of Financial Advisers/Planners. The successful candidate will be responsible for a set...
Position Title: Operational Assistant Private Client Securities Location: Claremont, Cape Town, South Africa Work... preferences for broker notes and statements Record any trading restrictions (e.g. for directors, employees) at the portfolio...
industry is preferred Prior experience within a Broker or Advisor Services environment is preferred Insurance product...
up - Ensure the clients communication preferences regarding broker notes and statements are set up correctly. - Ensure...