- Johannesburg
- Salary: R15 000.00 - R25 000.00 Per Month (Negotiable)
- Job Type: Permanent
- Sectors: Social Services
- Reference: 75390
Vacancy Details
Employer: Unique Personnel
Para Planners are very similar to paralegals. They possess complementary technical or financial skills and can assist established Financial Planners in tasks that include, but go beyond, administrative duties such as:
Responsibilities
Attend client meetings with experienced qualified financial advisors.
Prepare notes and attend to delegated action items within time frames agreed.
Review client files and prepare quarterly or half annual written reviews to be sent electronically to clients.
Execution of identified client relationship building campaigns (either once-off or ongoing)
In-House Servicing. Assist in implementation of cross-selling initiatives within the division
Responsibilities
Attend client meetings with experienced qualified financial advisors.
Prepare notes and attend to delegated action items within time frames agreed.
Review client files and prepare quarterly or half annual written reviews to be sent electronically to clients.
Execution of identified client relationship building campaigns (either once-off or ongoing)
In-House Servicing. Assist in implementation of cross-selling initiatives within the division
Candidate Requirements
Experience:Two years industry related experience and a sound knowledge of Insurance
Experience on the X Plan insurance package would be highly beneficial
Word, Excel, Outlook is a must
Completion of the RE Exam and any other industry related qualifications would be highly beneficial.
Key Skills
Data gathering
Research
Financial plan compilation and analysis
Practice management
Campaign management
Ongoing client service
Public relations
Should be a good communicator and have a good sense of interpersonal dynamics.
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