Position for Administrative Paraplanner (insurance And Financial)
R18000 - R22000 a month
Salary: R18 000 to R22 000 p.m.
Our client in the Insurance and Financial industry is looking for an Administrative Paraplanner.
â€¢ Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis.
â€¢ Continuously monitor clients' financial situations with detail and accuracy.
â€¢ Be able to keep up and learn things quickly in a fast-paced environment and effectively manage
â€¢ Regular changing of priorities and dairy management.
â€¢ Appointment scheduling
â€¢ Administrative functions
â€¢ Creating comparative short-term insurance quotes
â€¢ Compiling servicing quotes for Life and Investment products.
â€¢ Working and liaising with LISPs (Linked Investment Service Providers - ASISA)
â€¢ Working with Smart Advice and navigation on Discovery Online/FAZ (Financial Advisor Zone), Smart Compliance.
â€¢ Preparing & assessing compliance documents such as ROA's, Risk Portrait, RPAR-ASISA, FNA, Statutory Disclosure notices.
â€¢ Experience in Financial Advisory Administration
â€¢ Must have at least a minimum of 5 years' experience.
â€¢ Minimum of 5 years' experience in administration.