Paraplanner - Pretoria, South Africa - EverythingHR SA (Pty) Ltd

EverythingHR SA (Pty) Ltd

Verified Company

Pretoria, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Paraplanner

Location
:
Pretoria East, Gauteng
A leading insurance company dedicated to providing comprehensive financial solutions has a position available for a Paraplanner.

Key Responsibilities:

Conduct thorough research on insurance products, market trends, and regulatory requirements to stay informed and provide uptodate advice.
Collaborate with financial advisors to gather client information and assess their financial goals and needs.
Prepare detailed financial reports, including risk analyses, investment strategies, and insurance recommendations.
Utilise financial planning software and tools to model different scenarios and create comprehensive financial plans for clients.
Liaise with insurance underwriters and other relevant stakeholders to obtain necessary information and expedite the underwriting process.
Stay abreast of industry changes, compliance updates, and product developments to provide informed support to financial advisors.
Assist in the creation of client presentations and other communication materials.
Maintain accurate and organised client records, ensuring compliance with company policies and industry regulations.
Provide administrative support to financial advisors as needed.

Qualifications:

Bachelor's degree in Finance, Business, or a related field.
Relevant industry certifications (such as CFP, RFP, or equivalent) will be an advantage.
3 years proven experience as a Paraplanner or similar role in the insurance or financial services industry.
Strong understanding of insurance products, financial markets, and investment strategies.
Proficiency in financial planning software and Microsoft Office Suite.
Excellent analytical, problemsolving, and communication skills.
Detailoriented with a high level of accuracy in work.
Ability to work collaboratively in a team environment.
Knowledge of insurance regulations and market dynamics is a plus.