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22.07.2024
Senior Broker Assistant
Sandton
... ther requirements;Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;Ensuring that all Compliance ...
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TRASA Recruitment Agency
16.06.2024
Dynamic Broker Assistant Essential Support for Long-Term Insurance Brokers
Sandton
... the long-term insurance sector. The ideal candidate will provide exceptional support to our brokers and assist in managing client portfolios, ensuring compliance with industry regulations and delivering superior service to our clients. Responsibilities: Assist brokers in managing client ...
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TRASA Recruitment Agency
17.06.2024
Elite Internal Paraplanner-Financial Planning Specialist
Sandton
... The ideal candidate will play a pivotal role in supporting our financial advisors and ensuring the delivery of high-quality financial plans to our clients. This is an exciting opportunity for a motivated individual to contribute to our mission of helping clients achieve their financial ...
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TRASA Recruitment Agency
17.06.2024
Dynamic Broker Assistant Essential Support for Long-Term Insurance Brokers
Sandton
... the long-term insurance sector. The ideal candidate will provide exceptional support to our brokers and assist in managing client portfolios, ensuring compliance with industry regulations and delivering superior service to our clients.Responsibilities:Assist brokers in managing client ...
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TRASA Recruitment Agency
25.06.2024
Call Centre Agent Long and Short-Term Insurance Specialist
Sandton
... The ideal candidate will provide exceptional service to clients seeking both long and short-term insurance solutions, ensuring compliance with industry regulations and delivering positive customer experiences.Responsibilities:Handle inbound and outbound calls from clients regarding long and ...
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TRASA Recruitment Agency
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