Paraplanner - Somerset West, South Africa - Pilotinsure Brokers

Pilotinsure Brokers

Verified Company

Somerset West, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

This is an incredible opportunity to join a leading financial services provider team, specialising in the exciting world of aviation.

As a paraplanner, your role within the team will focus on conducting comprehensive assessments, analysis and comparisons, identifying opportunities, making recommendations, and creating proposals.

Responsibilities will include:

Gather policy information
Research product information
Prepare and implement financial planning & investment proposals
Handle and solve client enquiries
Maintain Client Relationship Management system

What you'll need to be successful:

Proven track record in a similar role
Clear understanding of investment and risk products
Comfortable working with financial planning tools, such as Smart Advice, Astute and the compilation of Financial Needs Analysis.
Highly organised, efficient and "on the ball"
Strong analytical skills
Able to handle pressure
Excellent use of systems & structure

Requirements:

Industry relevant qualification (NQF5 or higher)
RE5 Certificate
Financial planning environment experience / industry experience minimum of 1 year

Our office is based in Somerset West.

Job Types:
Full-time, Permanent, Graduate

Salary:
R15, R30,000.00 per month

Ability to commute/relocate: