Para Planner (Assistant Financial Planner)

Location: Krugersdorp, Gauteng, South Africa
Date Posted: 16-10-2018
Our client, a Christian company based in Krugersdorp is looking for a Financial Advisor Assistant/ Para Planner. This job is perfect for someone that enjoys financial planning but is not comfortable meeting clients or directly marketing products to clients, or for a young person looking for experience prior to possibly becoming a financial advisor.

Job Description:
  • Gathering client data
  • Completion of FNA
  • Compiling quotes & proposals
  • Getting client files ready for meetings
  • Preparing compliance documents
  • Reviewing of clients’ portfolios at anniversary
  • Liaising directly with clients could be required
  • Identify new business opportunities within current client base
  • Keep abreast of changing tax and legal environment

Skills required:
  • A well-spoken person with good telephone manner 
  • English and Afrikaans - fully bilingual
  • Grade 12 and some tertiary education preferable
  • Computer literate: MS Office
  • Self Managed, able to work on your own and think out of the box and use initiative.
  • Insurance industry experience, RE qualification / CFP or related financial qualification preferred
  • Happy person with a positive outlook on life and not easily offended
Salary: Dependent on experience. Basic plus comm commission.

Products marketed - Health, Life, Invest (Local & Offshore), Short term (Car & Home Insurance), Group Retirement funds, Vitality.

This position is suited to someone with Christian values as the company is run on Biblical principles and often has group prayer meetings.  To fit into the environment, a non-smoking person would be preferred.  
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