Paraplanner Finance/Insurance

1 month ago


Pretoria, South Africa Dante Personnel Full time
Minimum requirements:
  • Gr.12 / Matric
  • Moonstone RE5 accreditation
  • NQF5 or B.Com degree in Financial Planning or any other Wealth Management related qualification
  • Fluent in Afrikaans and English (read, write, and speak)
  • MS Office + SANFIN/XPLAN
  • 4 Years consecutive and current experience in the Insurance industry
  • Knowledge of Sanlam and Glacier Investment product knowledge will be advantageous
  • Exceptional attention to detail and analytical skills with a structured and planned approach to work
  • Ability to analyse Financial data to complete a comprehensive plan for a client for death, disability, dread diseases and retirement
  • Must have own vehicle and valid driver's license

Consultant: Linda van Staden - Dante Personnel Pretoria Silver Lakes

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