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| Title: | Financial Para-Planner |
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| Max Salary: | 20000 | ||
| Decription: | Our client is a team of financial planning experts looking for an financial para-planner to join their team. If you’ve got a NQF5 in wealth management or other related finance qualification and a minimum of 2 years of experience in the financial planning industry and would like to join a dynamic team of professionals, then this opportunity is for you! Main duties and responsibilities Preparing client information and reports for financial plans Preparing investment and retirement scenarios for client financial plans Extracting policy schedules for clients Preparing quotations in respect of risk and investments on behalf of the financial planner Compiling draft financial plan for submission to financial planner for comment and recommendations Capturing personal and financial information timeously and accurately Completing and submitting application forms on behalf of new and existing clients Following up with insurers and investment houses to ensure administrative efficiency Keeping clients continuously updated on administrative processes and status quo Adhering to compliance and practice management standards set out by the organisation Liaising internally with financial planners and administrators to ensure the smooth implementation of financial solutions Building relationships with clients, colleagues and service providers Computer literacy Must be proficient in MS Office, specifically Outlook, Word and Excel Must be willing to use cutting-edge technology in the workplace Experience on financial planning software preferred Skills and strengths required Excellent written and verbal communication Strong interpersonal and relationship-building skills The willingness to work independently and as part of a team within a dynamic organisation Attention to detail is extremely important What you need to apply Curriculum vitae that includes two contactable references Copy of matric certificate Copy of ID Copy of highest qualification Please send your application to Cvs4morag@therecruiters.co.za |
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| Location | Cape Town | ||
| Consultant: | Morag Wallace | ||
| Email: | cvs4morag@therecruiters.co.za | Share This Job | |