Description:
Insurance Client, with a large product portfolio is looking for a capable Advisor Assistant Minimum requirements:- Matric is a minimum requirement
- RE5 or para-planning qualifications would be advantageous
- Proven track-record of 2-5 years in a similar role
- Experience in reviews, risk assessment, overseeing client portfolios and documentation
Apply via our website www.dantesa.co.za
If you do not hear from us within 5 days, please accept that your application was unsuccessful 2-5 years as a advisor/broker assistant
Exposure to Wealth investment/Financial Industry
Requirements:
Minimum requirements:- Matric is a minimum requirement
- RE5 or para-planning qualifications would be advantageous
- Proven track-record of 2-5 years in a similar role
- Experience in reviews, risk assessment, overseeing client portfolios and documentation
Apply via our website www.dantesa.co.za
If you do not hear from us within 5 days, please accept that your application was unsuccessful 2-5 years as a advisor/broker assistant
Exposure to Wealth investment/Financial Industry Minimum requirements:
- Matric is a minimum requirement
- RE5 or para-planning qualifications would be advantageous
- Proven track-record of 2-5 years in a similar role
- Experience in reviews, risk assessment, overseeing client portfolios and documentation
Apply via our website www.dantesa.co.za
If you do not hear from us within 5 days, please accept that your application was unsuccessful 2-5 years as a advisor/broker assistant
Exposure to Wealth investment/Financial Industry
- Matric is a minimum requirement
- RE5 or para-planning qualifications would be advantageous
- Proven track-record of 2-5 years in a similar role
- Experience in reviews, risk assessment, overseeing client portfolios and documentation
15 Jan 2026;
from:
careers24.com