Paraplanner

TWK Agri has the following vacancy available: Paraplanner within the Life Insurance Department in Mbombela (Mpumalanga).

**Responsibilities and Duties**
- Assisting Financial Planners in all their administrative tasks
- Thorough understanding of current FICA and FAIS legislation
- Prepare financial plans and provide analysis and recommendations
- Gather client data, including risk tolerance and financial goals
- Identifying existing clients whose portfolios need to be reviewed
- Input client data to financial planning software
- Research and select appropriate financial products or investments
- Preparation of Financial Plans (Death, Disability, Retirement and Estates)
- Maintain client records and ensure compliance
- Maintain Client Relationship Management system
- Assist with new business development and marketing efforts
- Respond to client inquiries

**Qualifications and Skills**
- Matric / Grade 12
- Relevant financial qualification / or qualification applicable to the long-term insurance industry (advantageous)
- At least 5 years experience in the Insurance Industry (advantageous)
- 3+ Years of experience in financial planning and analysis preferred
- Advanced skills in Excel (advantageous)
- Excellent interpersonal and communication skills
- Excellent research, analytical and problem-solving skills
- Deadline driven, good organizing and planning skills
- Must be able to speak and understand Afrikaans and English due to client base
- _The company can expire jobs at any time at their own discretion._