Detail Information
Job Summary
Position for Paraplanner
Job Description
JOB DESCRIPTION
Para - Planner
The Para – Planner will report to the Financial Advisor. Durban
The key role of the Para - Planner is to provide maximum support to the Financial Advisor and to control and maintain all new business and related client administration processes.
Scope of responsibility:
Be fully aware of the financial and administrative goals of your department.
Constantly strive to improve your internal effectiveness and responsibility through improved decision making processes and results.
Assume a strong awareness to enhance external relationships with clients, providers and the public at large for the company’s value proposition.
Constantly improve your specialist authority as a New Business Administrator.
Key Tasks and Responsibilities
CLIENTS.
The regular, professional interaction with prospective or existing clients by telephone, email, correspondence methods using exemplary oral and written communication skills.
The procedural adherence to all matters pertaining to the Group’s practice management and compliancy processes in respect of client administration. This includes the FAIS and FICA Acts.
Escalate all activities outside the agreed standards which may become client grievances.
Area: Morningside, Durban.
Salary: R20 000 – R24 000 (No commission)
Advert Posted by Nicky Of Pro Talent recruitment
Send your CV to ***email***
Para - Planner
The Para – Planner will report to the Financial Advisor. Durban
The key role of the Para - Planner is to provide maximum support to the Financial Advisor and to control and maintain all new business and related client administration processes.
Scope of responsibility:
Be fully aware of the financial and administrative goals of your department.
Constantly strive to improve your internal effectiveness and responsibility through improved decision making processes and results.
Assume a strong awareness to enhance external relationships with clients, providers and the public at large for the company’s value proposition.
Constantly improve your specialist authority as a New Business Administrator.
Key Tasks and Responsibilities
CLIENTS.
The regular, professional interaction with prospective or existing clients by telephone, email, correspondence methods using exemplary oral and written communication skills.
The procedural adherence to all matters pertaining to the Group’s practice management and compliancy processes in respect of client administration. This includes the FAIS and FICA Acts.
Escalate all activities outside the agreed standards which may become client grievances.
Area: Morningside, Durban.
Salary: R20 000 – R24 000 (No commission)
Advert Posted by Nicky Of Pro Talent recruitment
Send your CV to ***email***
Key Skills / Requirements
Please refer to description