Paraplanner (Discovery) - Durbanville, South Africa - Recruitment @ Featherway

Recruitment @ Featherway
Recruitment @ Featherway
Verified Company
Durbanville, South Africa

6 days ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

ROLES AND RESPONSIBILITIES:
1.618 Paraplanner

Staying up to date on product changes and enhancements Staying up to date on the financial planning industry and new trends Client Information gathering Consolidating and re-structure of a client's existing portfolio Compiling a financial needs analysis based on information gathered

Qualifications required:
RE exams and NQF5 or industry related degree


Requirements:

3-5 Years Discovery systems and product experience
3-5 Years smart advice FNA / ROA & compliance experience

Ability to plan across all product lines including:

  • Life
  • Disability
  • Severe Illness
  • Income Protection
  • Retirement
  • Investment goals
  • Preparing various quotations based on FNA findings Replacement analysis and comparisons between existing products and new proposed products.
  • Assisting Advisor with RAR using analysis above Completing, documenting, and preparing a financial assessment for the Advisor to present to their client.
  • Servicing changes on existing client base Finalising servicing quotes Preparing summary for of proposal for review by Advisor and client Re iterating the DRO value proposition and need for vitality engagement.
  • Transferring quotes data to excel and or PowerPoint.
  • General reporting and planning as required by Advisors Liaising with PA and Advisor to ensure that we offer holistic, best advice, financial planning to our clients with excellent client service.
Key Traits

  • Time management and workflow must be impeccable Must be detail orientated, conscientious and organised Adaptability. Must be able to work with a panel of different Advisors Discovery product knowledge required Discovery system experience needed (FAZ, Smart Advice) Will need to work under pressure at times.
Industry
Staffing & Recruiting
Employment Type
Full-time

Pay:
R18 000,00 - R25 000,00 per month


Application Question(s):

  • Do you have Discovery Paraplanning or Financial Planning experience?

Education:


  • Certificate (required)

Experience:


  • Paraplanning (Discovery Products): 3 years (required)
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