TRG looks for ambitious people who want to excel and reap the rewards of hard work.
We currently have the following positions available:
The Paraplanner role may be broken down into four key parts:
Preparing and maintaining the client file
Senior Financial AdvisEr: (RFP, CFP)
The Robert Group offer a brokering package that allows you to do what matters most: dealing with your clients.
Work in a strong team environment.
We provide professional office space .
We provide compliance services.
We provide ongoing product training and "mastermind" sessions.
We give you the ability to generate revenue from alternate streams like short term insurance.
Medical Aid Specialist
We are looking for a medical aid consultant with minimum 3 years experience.
Experience must have been gained in dealing with different medical aid options.
Strong customer service skills essential.
Personal Assistant (to Financial Adviser)
*Incumbent will be based at our Umhlali Branch
The successful candidate needs to support the Financial Adviser with the financial planning process by gathering the necessary data, preparing quotes and relevant documentation. Timeously following through on all new business cases up to accepted policy contract stage. Initiating and finalising investment servicing instructions. Ensuring a smooth operational practice. Being prompt and professional when engaging with clients, whether telephonically or in person.
Submission & follow up of all business
Underwriting follow up
Preparation of Client's file & portfolio's in completeness & accuracy as well as presenting Client files to Financial Advisor prior to appointments
Assistance in growing client base
Follow up with insurance house / insurer / client up to business approval, acceptance & review stage
Record-keeping of all paperwork & correspondence in line with legislative requirements
*Salary is negotiable based upon level of experience & expertise. If you do not receive any feedback within two weeks, consider your application as unsuccessful.*
Intermediate insurance, assurance, investment and compliance knowledge
Familiar with FAIS & FICA legislation (must be compliance driven)
2 years in the financial services industry (minimum)
Completion of Regulatory Exam (Advantageous)
Driver's license + Own vehicle
Ensure client investment new business and servicing is finalised correctly and timeously
Protection and backing up of data
Knowledge of types of industry-specific products & investments
Knowledge of investment new business and servicing procedures
Keeping abreast of changes in the industry and legislation
Professional client facing contact person (when engaging with clients in person or over the phone)
Proactive problem solving
Monitor progress and proactively gets new business issued
Good computer skills (Google /Word / Excel)
Corporate Benefits Administrator
*Incumbent will be based at our Umhlanga branch
We are recruiting a Corporate Benefits Administrator to be based at our Umhlanga branch.
Sound understanding of Financial Services, Regulations and Products
3-10 years in the Financial Services Industry
Industry experience specifically in Corporate Benefits (Compulsory)
Proactive problem-solving ability
Good computer skills (Google / Word / Excel)
Solid communication skills
Sound knowledge of Corporate Administration Systems
Generating quotes for New Corporate Business / rebroking of existing business
Analysis of quotes
Preparation and design of presentations
Inputting data for various Excel Spreadsheets
Comparisons of Competitors products for Corporate Benefits
Document control and filing
Dealing with office queries
Ad-hoc administrative support
*Salary is negotiable, based upon level of experience and expertise. If you don't receive feedback within two weeks, please consider your application unsuccessful.