Paraplanner - Nelspruit, South Africa - TWK Agri

TWK Agri

Verified Company

Nelspruit, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

TWK Agri has the following vacancy available: Paraplanner within the Life Insurance Department in Mbombela (Mpumalanga).

Responsibilities and Duties

Assisting Financial Planners in all their administrative tasks
Thorough understanding of current FICA and FAIS legislation
Prepare financial plans and provide analysis and recommendations
Gather client data, including risk tolerance and financial goals
Identifying existing clients whose portfolios need to be reviewed
Input client data to financial planning software
Research and select appropriate financial products or investments
Preparation of Financial Plans (Death, Disability, Retirement and Estates)
Maintain client records and ensure compliance
Maintain Client Relationship Management system
Assist with new business development and marketing efforts
Respond to client inquiries

Qualifications and Skills

Matric / Grade 1
Relevant financial qualification / or qualification applicable to the longterm insurance industry (advantageous)
At least 5 years experience in the Insurance Industry (advantageous)
3+ Years of experience in financial planning and analysis preferred
Advanced skills in Excel (advantageous)
Excellent interpersonal and communication skills
Excellent research, analytical and problemsolving skills
Deadline driven, good organizing and planning skills
Must be able to speak and understand Afrikaans and English due to client base

- _The company can expire jobs at any time at their own discretion._