broker assistant  - Fourways, JHB

Kontak Recruitment is recruiting and hiring on behalf of a Well-respected financial planning and wealth management organization and currently sourcing for an experienced and customer centric Broker Assistant to be based in Fourways, Johannesburg to work hand in hand with a Senior Broker.

senior broker assistant ( JB328)

Job Location:
Fourways, Johannesburg in South Africa
Employment Contract Type:
Permanent
Salary Offering:
R15 000 - R20 000 Per Month 

Job Details for broker assistant

Senior Broker Assistant (JB328)
R15 000 – R20 000
Fourways
 
Kontak Recruitment is recruiting and hiring on behalf of a Well-respected financial planning and wealth management organisation and currently sourcing for an experienced and customer centric Broker Assistant to be based in Fourways, Johannesburg to work hand in hand with a Senior Broker.
 
Requirements:
3+ years’ experience as a Broker/ Advisor Assistant
FICA and FAIS Compliant
RE would be an advantage
 
 
Responsibilities:
Capture and taking minutes of meetings
Capture, process and follow up on applications and ensure that all information is correct and complete (Including FNA and compliance documentation) in line with FAIS and FICA
Ensure that all Compliance documentation is loaded on Xplan on a daily basis
Obtain Client Authorities for preparing portfolios via Astute, ensure that they are complete and correct and upload all relevant documents and quotations prior to meetings
Extensive diary management and appointment setting and confirmations prior to meetings taking place
Ensure that new business is processed timeously and that any outstanding quotations are followed up on
Interact with Clients Diligently and in a professional manner
Assist client with beneficiary changes / Wills /arrear premiums /replacements /broker changes/ lapses
Following up on leads and campaigns
Check the database for possible new business and ensure that details on system are up to date and correct

 



 

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