Junior Paraplanner

3 weeks ago

Pietermaritzburg, South Africa Pronel Personnel Full time

Our client based in Pietermaritzburg is seeking a junior paraplanner. The ideal candidate should have excellent communication skills, computer skills, and have experience within the financial planning / insurance industry.

Requirements:

  • A Bachelor’s degree in finance, accounting, or a related field is preferred.
  • Proficient in MS Office
  • Financial and analytical skills
  • Excellent verbal and written communication skills
  • Experience within a financial planning / insurance background, preferable

Responsibilities:

  • Preparing and managing quotations
  • Managing calendars and scheduling appointments
  • Manage FNAs, ROAs
  • Manage and source information from social media
  • Prospect for new business 

Note:  Only shortlisted candidates will be contacted.

 

 

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