Paraplanner

2 weeks ago

Somerset West, Western Cape, South Africa Pilotinsure Brokers Full time

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:

  • Somerset West,

Western Cape:
Reliably commute or planning to relocate before starting work (required)

Application Question(s):

  • Are you willing to focus, commit and grow with us

Education:

  • Diploma (required)

License/Certification:

  • RE 5 (preferred)
Application Deadline: 2023/02/25

Expected Start Date: 2023/03/01

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