Paraplanner
Location | South-Africa, South Africa |
Date Posted | November 3, 2022 |
Category |
Engineering
|
Job Type |
Freelance
|
Currency | ZAR |
Description
If you're someone that wants a challenge and be part of something unique, this might be the job for you.
We are looking for someone who wants to learn our process and is ambitious. If you want to own your own Financial Services franchise one day, this is the start. We have a unique process with a small but innovative team
Duties & Responsibilities
Gather policy information
Compile a summary of information
Research product information
Prepare review appointments
Conduct a financial plan for a client
Prepare and distribute monthly/quarterly statements
Maintain CRM system
Rebalance and maintain existing portfolios
Manage Administrative Documentation (detailed records)
Build and maintain good working relationships
Record details of transactions
Maintain Service Level agreement deadlines
Ensure FAIS Compliance
Provide input to continually improve our process and service levels.
Assist in maintaining a social media presence for the company.
Desired Experience & Qualification
CFP® graduate or currently enrolled in the CFP® program
Proficient in both spoken and written English and Afrikaans
Computer literacy (MS Office)
Competencies required:
Eager to learn
Customer Service
Communication skills (verbal & written)
Problem-solving
Attention to detail
Team player
Package & Remuneration
R10000 - R15000