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