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    Broker Assistant/ Paraplanner - Pretoria, South Africa - People Dimension

    People Dimension
    People Dimension Pretoria, South Africa

    1 day ago

    People Dimension background
    Full time
    Description

    Synopsis:
    A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.


    Job Description:
    Job Description/Duties:

    • Assisting Financial Planners in all their administrative tasks

    • Research product information

    • Prepare financial planning and investment proposals

    • Handle and solve client enquiries

    • Report new business statistics

    • Prepare investment review appointments

    • Keep track of assets under management

    • Maintain Client Relationship Management system

    • Rebalance and maintain of existing portfolios

    • Prepare and distribute monthly/quarterly/annual statements / certificates / communication


    Minimum Requirements:

    • Matric Qualification

    • BCom degree (Advantageous)

    • Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)

    • Must be able to speak and understand Afrikaans and English, due to client base.


    Please mail your CV to hr1peopledimension (dot) co (dot) za


    Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

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