Key performance areas: Documentation Processing - Income reviews i.e. managing reminders, preparing docs for Advisor to discuss with client, changes etc. - Coordinate and produce annual reviews incl. reports etc. - Emails, system management and follow ups of any instructions incl. obtaining proof and checking correctness. Personal Effectiveness - Accountable for service delivery and take...
Our client within the Financial Sector has a Senior Administrative Assistant position available. This person must implement and coordinate suitable processes and procedures to ensure the effective and efficient administration of the branch. This person will be an assistant to the Financial Advisor and must be experienced, have good internet skills, and be fluent in both English and Afrikaans....
Category: Financial services Location: Lichtenburg Salary: R120 000 - R180 000 Our client, a reputable firm in Lichtenburg, is urgently seeking a skilled Advisor Assistant. We are looking for someone efficient, bilingual, and experienced in the Short Term industry. If you have a background in Short Term Insurance or Underwriting and are looking for a new challenge, we want to hear from you. Key...
Overview Hire Resolve’s client is looking for a Financial Advisor Assistant in Pretoria. As part of our client’s dynamic team, you will support Financial Advisors in delivering exceptional financial services and building strong client relationships. Responsibilities: Assist Financial Advisors in preparing and reviewing financial plans Create and maintain comprehensive client records and...
Our workshop in Hillcrest, Kwa Zulu - Natal, is looking for an Assistant Manager/Service Advisor, MUST have a valid driver's license. Applicant who has previously worked for an aftermarket service center such as BOSCH, e-Car, Car Service City, CARtime, Car Care Clinic etc. will be given preference. Requirements: - Customer service skills - Communication skills - Comprehension skills -...
Job Number- 73003 Job Type- Permanent Job Title- Assistant to Financial Advisor Computer Skills- MS Office Industry- Financial Services City- Johannesburg Province- Gauteng- Capturing and taking minutes of meetings from Financial Advisors interaction with clients;- Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;-...
SA - Gauteng, CenturionR 25000 - R 28000 Monthly Basic SalaryInsurance Client, with a large product portfolio is looking for a capable Advisor AssistantMinimum requirements: Matric is a minimum requirementRE5 or para-planning qualifications would be advantageousProven track-record of 2-5 years in a similar roleExperience in reviews, risk assessment, overseeing client portfolios and documentation...
2years- Client/Prospect portfolio preparation and analysis- Assisting clients with Vitality and Vitality Drive- Proactively manage client queries- Prepare quotes (on all product lines), updating schedules, monitor and manage claims, process new business, investment switches and transfers,- Scheduling client meetings- Keep up to date with latest product and benefits- Manage compliance system-...
High automotive technical knowledge and competent in product and process concern diagnosis.- Ability to understand the critical concern and logical approach.- Ford Information systems- PTS, GCQIS, GTAC, OWS, and Panda- Computer literate - Word, Excel, Outlook, PowerPoint, IDS, FDRS, and Microsoft Teams.- Ability to work under pressure in difficult environments and different time zones.-...
Customer Experience Advisor Support a growing logistics service across Europe hybrid role in CPT Hybrid/Office | R18,000 R25,000 | Netherlands/Belgium hours About Our Client Our client is an entrepreneurial logistics services company operating as a transportation reseller across Belgium and the Netherlands, with expansion plans into Spain. The company supports a franchise network of Shipping...
Legal Advisor Milnerton Cape TownWe are seeking a detail-oriented and commercially minded Legal Advisor to join our FMCG client based in Montague Gardens. The successful candidate will provide legal support across various business functions, ensuring compliance with relevant legislation and minimising legal risks. This role is ideal for a legal graduate with strong commercial acumen who is not...
We're Hiring: Internal Sales Representative / Technical Advisor Location: Newton Park, Port Elizabeth Salary: Market Related + Commission Start Date: ImmediateAre you a dynamic, sales-driven individual with a knack for building strong customer relationships and offering expert technical advice? Our client is looking for an Internal Sales Representative / Technical Advisor to join their teamWhat...
Company: Dis-Chem Life Position: Sale and Operations Manager (Advisors) Location: Johannesburg, South Africa Reports to: Head of Distribution Purpose of the Role: Driving Distribution Excellence: As a sales and operations manager, you will spearhead the deployment of financial advisors nationwide, executing robust distribution strategies for maximum market impact. Collaborating closely with the...
Job Title: Service Advisor Purpose of the Role: The Service Advisor will be responsible for coordinating service requests, assisting customers, and ensuring the efficient scheduling and completion of service, maintenance, and support related to alternative energy solutions. Key Responsibilities: - Serve as the first point of contact for service-related customer enquiries - Log service calls...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
Job Specification: Financial Advisor Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary...
ENVIRONMENT: A forward-thinking fintech company on a mission to reshape the financial ecosystem by connecting banks and digital financial infrastructure through a unified platform is seeking a Senior Legal and Compliance Advisor to join their growing team. This role is ideal for an admitted attorney with strong commercial acumen and hands-on experience in contract law, financial regulation, and...
Job Title: Service Advisor Purpose of the Role: The Service Advisor will be responsible for coordinating service requests, assisting customers, and ensuring the efficient scheduling and completion of service, maintenance, and support related to alternative energy solutions. Key Responsibilities: - Serve as the first point of contact for service-related customer enquiries - Log service calls...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients products, processes, transactions, web services as well as general queries regarding their client s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial...