Paraplanner

4 months ago

Pretoria, South Africa EverythingHR SA (Pty) Ltd Full time

**Paraplanner**

Location**:Pretoria East, Gauteng**

A leading insurance company dedicated to providing comprehensive financial solutions has a position available for a Paraplanner.

Key Responsibilities:

- Conduct thorough research on insurance products, market trends, and regulatory requirements to stay informed and provide up-to-date advice.
- Collaborate with financial advisors to gather client information and assess their financial goals and needs.
- Prepare detailed financial reports, including risk analyses, investment strategies, and insurance recommendations.
- Utilise financial planning software and tools to model different scenarios and create comprehensive financial plans for clients.
- Liaise with insurance underwriters and other relevant stakeholders to obtain necessary information and expedite the underwriting process.
- Stay abreast of industry changes, compliance updates, and product developments to provide informed support to financial advisors.
- Assist in the creation of client presentations and other communication materials.
- Maintain accurate and organised client records, ensuring compliance with company policies and industry regulations.
- Provide administrative support to financial advisors as needed.

Qualifications:

- Bachelor's degree in Finance, Business, or a related field.
- Relevant industry certifications (such as CFP, RFP, or equivalent) will be an advantage.
- 3 years proven experience as a Paraplanner or similar role in the insurance or financial services industry.
- Strong understanding of insurance products, financial markets, and investment strategies.
- Proficiency in financial planning software and Microsoft Office Suite.
- Excellent analytical, problem-solving, and communication skills.
- Detail-oriented with a high level of accuracy in work.
- Ability to work collaboratively in a team environment.
- Knowledge of insurance regulations and market dynamics is a plus.

**Salary**: R30 000.00 CTC per month

**Job Types**: Full-time, Permanent

**Salary**: R30 000,00 per month

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