Wealth Advisor Assistant - Paarl

apartmentVine Recruitment placePaarl calendar_month 
Requirements:
Completed BCom Degree (Preferably majoring in Information Systems, Analytics and Investment Planning / Risk Management) or BCom (Economics) / NQF4 / 5 Short Term Insurance

No More than 2 Years experience in the financial services industry

Responsibilities: To provide underwriting assistance to the Advisers.

The position will focus on personal and commercial lines business.

apartmentTime PersonnelplacePaarl
REQUIREMENTS  •  Matric qualification required  •  2–4 years’ experience in sales support, office administration, or a customer-facing role  •  Excellent written and verbal communication skills, with professional email and phone manner  •  Strong...
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