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- Financial Planning Support: Develop effective financial plans that meet customers' needs, objectives, and risk tolerance.
- Create compliant financial plan documents, including risk management strategies, and statement of advice documentation as required.
- Review customer portfolio review reports, ensuring accuracy and alignment with investment goals.
- Maintain accurate records and produce customer portfolio review documentation and reports.
- Provide exceptional customer service, manage client relationships, and handle enquiries efficiently.
- Assist with new applications, quotations, diary management, and reporting of new business statistics.
- Bachelor's degree in Finance, Business Finance, Investments, Financial Planning, or related field.
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- At least 7 years of relevant work experience in the financial industry, with 5 years in paraplanning.
- Valid driver's license and own vehicle.
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paraplanner - insurance - Randburg - Staff Concepts

4 weeks ago

Description
Paraplanner Job Description
A large insurance company is seeking an experienced Paraplanner to provide administrative support to Financial Advisors. This role requires a professional with 5-7 years of experience in financial services.
Duties and Responsibilities:
Key Skills:
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The Recruitment Council- Randburg
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Senior Paraplanner
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Paraplanner | Pretoria
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