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- Gr.12 / Matric
- Moonstone RE5 accreditation
- NQF5 or B.Com degree in Financial Planning or any other Wealth Management related qualification
- Fluent in Afrikaans and English (read, write, and speak)
- MS Office + SANFIN/XPLAN
- 4 Years consecutive and current experience in the Insurance industry
- Knowledge of Sanlam and Glacier Investment product knowledge will be advantageous
- Exceptional attention to detail and analytical skills with a structured and planned approach to work
- Ability to analyse Financial data to complete a comprehensive plan for a client for death, disability, dread diseases and retirement
- Must have own vehicle and valid driver's license
Paraplanner Finance/Insurance - Pretoria, South Africa - Dante Personnel
Description
Minimum requirements:Consultant: Linda van Staden - Dante Personnel Pretoria Silver Lakes