Administrative Assistant / "Para Planner"

Location: Cape Town, Western Cape, South Africa
Date Posted: 05-10-2017
Our Client is based near Tygervallei, Bellville, has a position available for an administrative assistant and 'paraplanner'. We are financial advisers specializing in medical, short-term and life insurance and investments.
 
Tasks will include but are not limited to:
  • Extract from financial planning reports
  • Quotes for life insurance and investments
  • Administration around investments including section 14 transfers and critical comparison of costs.
  • Life insurance administration including adjustments and renewals
  • Compilation of annual reviews of clients' portfolios
  • Assistance with newsletters about different products

 
The following knowledge and experience is required:
  • Investments
  1. Various investment options
  2. Cost calculation between investment options
  3. conservation Funds
  4. Section 14 transfers
  5. LISPS
  6. Wrap funds
  • Time value of money calculations.
  • Various life insurance products, including disability and dreaded disease
  • Excellent computer skills
  • Fulfilled excel knowledge
  • Bilingual in Afrikaans and English

 
Minimum Qualifications:
  • Matric with mathematics (not mathematical literacy)
  • Current or completed studies in financial planning direction.

Candidates must have a good knowledge of the financial environment and products. There is an opportunity to grow with the business if you are dedicated and a hard worker.
 
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