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1
Our client is seeking a dynamic and experienced Paraplanner to join their team. This role provides technical and administrative support to Financial Advisers and Wealth Planners, involving the gathering and analysis of client data, preparing financial and investment plans, and producing proposals, applications, and portfolio reviews. The position involves supporting strategy development, ensuring compliance, assisting in client meetings, conducting product comparisons, and helping manage the ongoing client review process. Education:Relevant investment/financial degree, diploma, or qualification. Full CFP Designation is required. Experience:Minimum of 5+ years of knowledge and experience in a financial/investment environment. At least 3 years of work experience specifically within an IFA (Independent Financial Adviser) practice. Experience in preparing and presenting client proposals to Advisors and Wealth Planners.Responsibilities Support & Strategy: Provide technical and administrative financial planning support to Financial Advisers, Wealth Planners, and Directors. Planning: Formulate effective financial, investment, retirement, and estate plans and documents in line with the advisers strategy and the customers needs, objectives, and risk tolerance. Research & Analysis: Research, select, and compare appropriate investments/products. This includes researching potential replacement products to prepare appropriate recommendations , as well as drawing and comparing quotations from different insurers. Documentation: Manage and prepare investment proposals and portfolio reviews , as well as investment applications and transfers for client meetings. Compliance: Ensure all work meets compliance requirements and relevant legislation (FAIS Act, FICA Act, POPI Act, etc.). Administration: Assist in the drawing up of Wills and estate planning , check or capture client payments and requests , and respond to client inquiries. Relationship Management: Manage product partner relationships to ensure all applications are efficiently handled and completed.
https://www.jobplacements.com/Jobs/P/Paraplanner-1246910-Job-Search-12-15-2025-3-30-39-AM.asp?sid=gumtree
2d
Job Placements
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Develop new relationships with clients to expand the current client/customer baseDevelop and maintain strong relationships with clients/customers to ensure satisfaction and loyalty.Conduct regular business reviews to evaluate client satisfaction with products and services.Identify and communicate sales opportunities within key accounts to the sales team.Keep clients informed about new product offerings and updates.Attend client meetings to strengthen relationships with existing accounts.Meet client relationship targets and KPIs as defined by the Head of Sales.Collaborate closely with Sales Managers and Sales Representatives to support client needs.Address and resolve client concerns promptly and effectively.Administer client satisfaction surveys and reviews to gather feedback.Monitor company performance against service level agreements and flag potential issues.Keep relevant managers informed about changes or developments within client accounts.Coordinate with internal departments to fulfil client requirements efficiently.Focus on client retention by proactively addressing their needs.Meet weekly appointment and sales gross profit (GP) targets.Contact potential clients to uncover opportunities.Must be able to present proposals to decision makers.Develop sales strategies to reach and exceed targets.Research organizations and individuals to find new opportunities.Increase the value of current customers while attracting new ones.Attend conferences, meetings and industry events.Develop quotes and proposals for clients.Requirements: Minimum Grade 12 QualificationValid Driver’s License and reliable vehiclCell phoneRecruitment shall be done in accordance with the companys Employment Equity Plan. People living with disabilities are encouraged to apply
https://www.jobplacements.com/Jobs/C/Customer-Relationship-Liaison-1246529-Job-Search-12-12-2025-02-00-18-AM.asp?sid=gumtree
5d
Job Placements
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Key Responsibilities: Develop new relationships with clients to expand the current client/customer baseDevelop and maintain strong relationships with clients/customers to ensure satisfaction and loyalty.Conduct regular business reviews to evaluate client satisfaction with products and services.Identify and communicate sales opportunities within key accounts to the sales team.Keep clients informed about new product offerings and updates.Attend client meetings to strengthen relationships with existing accounts.Meet client relationship targets and KPIs as defined by the Head of Sales.Collaborate closely with Sales Managers and Sales Representatives to support client needs.Address and resolve client concerns promptly and effectively.Administer client satisfaction surveys and reviews to gather feedback.Monitor company performance against service level agreements and flag potential issues.Keep relevant managers informed about changes or developments within client accounts.Coordinate with internal departments to fulfill client requirements efficiently.Focus on client retention by proactively addressing their needs.Meet weekly appointment and sales gross profit (GP) targets.Contact potential clients to uncover opportunities.Must be able to present proposals to decision makers.Develop sales strategies to reach and exceed targets.Research organizations and individuals to find new opportunities.Increase the value of current customers while attracting new ones.Attend conferences, meetings and industry events.Develop quotes and proposals for clients.Qualifications: Minimum Grade 12 QualificationKnowledge of Office Automation & ICT Industry will be an advantageMarketing / Sales Qualification will be an advantageValid Driver’s License and reliable vehicleCellphoneRecruitment shall be done in accordance with the companys Employment Equity Plan. People living with disabilities are encouraged to apply
https://www.jobplacements.com/Jobs/S/Sales-Representative-Office-Automation-1246535-Job-Search-12-12-2025-02-00-18-AM.asp?sid=gumtree
5d
Job Placements
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Minimum requirements: Experienced Conveyancing SecretaryExperience dealing with TransfersAble to deal with file from inception to finalizationConsultant: Nadine van Zyl - Dante Personnel Centurion
https://www.jobplacements.com/Jobs/C/Conveyancing-Secretary-Transfers-1246440-Job-Search-12-11-2025-10-33-29-AM.asp?sid=gumtree
6d
Job Placements
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Key Responsibilities:To maximise policy sales and monthly written premium in a compliant and customer centric mannerTo be responsive, courteous and professional in dealing with the Companys supporting lead providers and customersTo execute the sales process with skill, knowledge, diligence and integrityTo optimise each lead by selling additional products where these are availableTo use appropriate interpersonal skills and communication methods to gain acceptance of our products from potential customersTo accurately identify the needs of the customer by asking effective questions and listening attentivelyMatch benefits accordingly and demonstrate how a product satisfies their needsTo understand objections and overcome them with an appropriate responseStrive to become an expert in your field through observation and collaborationTo continuously improve skills through practicing areas identified for improvementTo share ideas and insights with the team in pursuit of continuously improving the effectiveness of the sales teamTo be self-motivated, maximise productivity and able to manage ones time effectively when working from homeNon-Technical:Sales DrivenGoal OrientatedSelf-AccountabilityTime ManagementExcellent verbal and written communication skillsComputer literateNeeds Analysis skillsAttention to detailProblem-solvingAdaptability to changeStress toleranceResilienceDriven and motivatedNegotiation SkillsCompliance and Rule OrientatedStrong work ethicProactiveDeadline drivenMinimum Qualification:MatricRE5 (Required)FETC: Short-term Insurance NQF4 or better (Required)Meet the regulatory requirements (e.g. DOFA period, FAIS Fit & Proper)Requirements:2 years of call centre sales experience1 year of Warranty/VAPS experience is essentialFluency in English is essential plus one other official language Please note only candidates with the required experience will be contacted and considered. If you are not contacted within 14 days from application, kindly consider your application as unsuccessful.Applications will only be considered from candidates who meet the specified criteria as per the job spec. If you do not meet the requirements, Select Motor Recruitment reserves the right not to respond to your application. Applications should be submitted no later than Friday 5 December 2025.
https://www.jobplacements.com/Jobs/A/Automotive-Financial-Warranty-Sales-Agent-Gauteng--1243457-Job-Search-12-01-2025-04-02-35-AM.asp?sid=gumtree
16d
Job Placements
1
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A company with national footprint is looking for a Claims Hnadler. Your:Formal Education:MatricRelevant NQF 5Successfully completed the RE 5 Examination Level 1Commercial and Personal Lines Class of BusinessExperience:A minimum of two (2) years Claims experience with a claims settling mandateA minimum of five (5) years working experience within the Short Term Insurance industrywill enable you to do the following duties:Processes:Effectively maintain claims standards and provide quality client service:Register motor / non motor claims for personal and commercial policiesAppoint assessorsConfirm and make sure that cover is sufficientResponsible for handling of and settling of claims for clients allocated and ensuring accurate capturing and updating on all data systemsManage the claim from start through to settlement stageGathering information about the insurance claim from the client and any others involvedExamining the details on completed forms and checking these against the cover provided by the insurance policyConsulting with other staff to decide the outcome of the claim and any compensation to be paidInforming the client of the outcome of the claim in writingReferring large or complex claims to other professionals such as a loss adjusterDetermine merits based on facts and investigation of reports presentedSettle claims within set parameters to avoid leakageObtain all information required for settlement or rejection of claimsDo continuous adjustments of reservesArrange / deal with the fulfilment of the following:Car hire for insured in the event of an accident where vehicle not drivable or of car has been stolenArrange contractors to assist insured with obtaining critical documents to support claimManage salvage processmotor & non-motor salvage right through to recovery payment receivedFollow up with loss adjustors/assessors periodically/ daily if requiredAbility to negotiate claims with clients, service providers and Insurance marketKeep detailed, dated file notes of all discussions on the claim filesAbility to negotiate contentious claim with Insurance market and clientsPotential errors and omissions must be immediately referred to Claims ManagerResponsible for completion of claim files upon finalisation of claim and do filing to EDSEnsure that claims files are maintained in accordance with operational standard and company proceduresDaily system updates (Such as diary & daily mail)Detail Prompt feedback and handling of complaints (internal & external)Ensure resolution of queries and complaints speedilyhttps://www.jobplacements.com/Jobs/C/CLAIMS-HANDLER-I-1198298-Job-Search-6-27-2025-8-50-15-AM.asp?sid=gumtree
6mo
Job Placements
1
We require a production supervisor for our manufacturing department. The person must have experience in clothing manufacturing, quality control, production planning and managing a team of machinists. Excellent communication, meticulous planning and computer literate.
21d
VERIFIED
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I'm innocent looking for a job as a Diplomat Driver and Personal Security/Bodyguard.
2mo
VERIFIED
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