Current jobs related to paraplanner - insurance - Randburg - Staff Concepts


  • The Recruitment Council Randburg

    Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier f ...


  • CA Financial Appointments Sandton

    My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for · Responsibilities: · Formulate effective f ...


  • The Recruitment Council Pretoria

    Job Purpose: · This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assis ...

  • paraplanner - insurance - Randburg - Staff Concepts

    Staff Concepts
    Staff Concepts Randburg

    4 weeks ago

    Default job background
    Accounting / Finance
    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:

    • 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.

    Key Skills:

    • Bachelor's degree in Finance, Business Finance, Investments, Financial Planning, or related field.
    • CFP certification and/or Postgraduate Diploma in Financial Planning.
    • At least 7 years of relevant work experience in the financial industry, with 5 years in paraplanning.
    • Valid driver's license and own vehicle.
    • Computer literacy in MS Office.

Jobs
>
Randburg