Internal Life Advisor

2 weeks ago


Johannesburg, South Africa Unique Personnel Full time

**Job Number**
- 73002

**Job Type**
- Permanent

**Job Title**
- Internal Life Advisor

**Computer Skills**
- MS Office

**Industry**
- Financial Services

**City**
- Johannesburg

**Province**
- Gauteng
- Presentation and negotiations to individuals & Groups (Where necessary)
- Client visits when necessary
- Estate Planning - Estate Preserver - (Wills & Trusts)
- Preparation of new buy and sells and ensuring that Buy & Sells are reviewed annually
- Quotes, In-house Servicing, Upgrades -Downgrades if necessary and campaign follow through
- Client Authority letters to go out in advance of appointment/s.
- Drafting: FNA, ROA,FP, RAR & Investment Replacement Comparison
- Ensuring that all Compliance documentation is loaded on X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly**Inherent Requirements**
- Matric
- Relevant Qualification
- Experience as an Internal Life Advisor

**What Qualification**

**Minimum Qualification**
- Certificate

**Status**
- Available



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