| Date | 2024-06-30 |
|---|---|
| Job Title | Financial Para-Planner |
| Employer | More Information |
| Salary | Negotiable |
| Category | Accounting Finance |
| Location |
ZA / South Africa |
Job Summary
Our client is a team of financial planning experts looking for an financial para-planner to join their team. If youve 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 ü Preparing client information and reports for financial plans ü Preparing investment and retirement scenarios for client financial plans ü Extracting policy schedules for clients ü Preparing quotations in respect of risk and investments on behalf of the financial planner ü Compiling draft financial plan for submission to financial planner for comment and recommendations ü Capturing personal and financial information timeously and accurately ü Completing and submitting application forms on behalf of new and existing clients ü Following up with insurers and investment houses to ensure administrative efficiency ü Keeping clients continuously updated on administrative processes and status quo ü Adhering to compliance and practice management standards set out by the organisation ü Liaising internally with financial planners and administrators to ensure the smooth implementation of financial solutions ü Building relationships with clients, colleagues and service providers Computer literacy ü Must be proficient in MS Office, specifically Outlook, Word and Excel ü Must be willing to use cutting-edge technology in the workplace ü Experience on financial planning software preferred Skills and strengths required ü Excellent written and verbal communication ü Strong interpersonal and relationship-building skills ü The willingness to work independently and as part of a team within a dynamic organisation ü Attention to detail is extremely important What you need to apply ü Curriculum vitae that includes two contactable references ü Copy of matric certificate ü Copy of ID ü Copy of highest qualification Please send your application to
Financial Para-Planner position available in ZA, South Africa. This job position was posted by . The job has been posted on 2024-06-30 in the Accounting Finance category
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