Internal Advisor Paraplanner Fourways
5 months ago
SALES
Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ______per month
Assist with downgrades if required and only if necessary
Assist with marketing campaigns, Network and obtain referrals and leads, follow up on leads from referrers
Telephonic reviews & assisting Advisors with general Client reviews internal & external if necessary). Database Management & ensuring reviews are completed on a minimum of 1 year cycle. Actively assessing, Identifying and checking client’s portfolio, segmentation groups, opportunities and possible cross pollination of Database
Arranging appointments for Advisors if necessary (ensuring schedules are attached and quality appointments are made).
PRESENTATIONS
Presentation and negotiations to individuals & Groups (Wherenecessary)
Client visits when necessary PREPARATION
Portfolio preparation & analysis
- Updating schedules
- FNA’s prep
- Identify Shortfalls & Opportunities
- Astute downloads to Data Capturer
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.
COMPLIANCE
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
GENERAL ADMIN
Creating and following up of TASKS & THREADS. Keeping up to date (No overdue’s). Monitoring of Lapse Register & Task created and attempt made to retain
Queries telephonic & e mail including service level complaints Conservation/Retention of business including RAR’s, Cancellations and Other Advisors requesting info
C.O.L (Counter offer letters), Deferred, Declined
Technical queries & Broker support on Technical issues
Liaising with Broker Consultants
Keep up to date with the latest legislation and Industry Trends
Continual monitoring and tracking of the new business and servicing pipeline and following up on new business and outstanding servicing requirements
TRAINING
Compulsory to attend office meeting and in-house training
The minimum CPD Points must be maintained by attending training sessions and ongoing training towards a full CFP qualification
Fit & Proper Training as per Board notice 190 (2017)
General admin - In house servicing - Upgrades and downgrades & new Business TCF
POPI
FICA
**Job Types**: Full-time, Permanent
Pay: R20 000,00 - R30 000,00 per month
Application Question(s):
- Are you available or how long is your notice period?
- Do you live in or close to Fourways?
- Do you have a drivers license and your own reliable vehicle?
- Did you read the job spec thoroughly and are you experienced to do whats expected for this position?
**Education**:
- Certificate (preferred)
**Experience**:
- Internal Advisor Paraplanner: 2 years (preferred)
-
Paraplanner
5 months ago
Johannesburg, South Africa Crayon Full time**How you'll role** As a Paraplanner, you will prepare and maintain client files, implement recommendations, and review compliance paperwork. This includes compiling paperwork for financial needs analysis, drafting statements, and identifying planning opportunities. You will research solutions, collaborate with advisors, manage portfolios, and organise...
-
Assistant Store Manger Fourways
4 weeks ago
Johannesburg, South Africa Service Solutions Staffing Full timeAssistant Store Manager Fourways High End  International Brand is opening its doors in Fourways and is looking to employ experienced and driven candidates to join their team Minimum requirements: Grade 12 Excellent communication skills Ability to work Fourways hours Relevant retail experience PC literate A passion for providing world class service
-
Senior Broker Assistant Fourways
5 months ago
Johannesburg, South Africa The Recruitment Agency South Africa (TRASA) Full time**Senior Broker Assistant** Ensuring 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; Ensuring that all Compliance documentation is loaded on X-plan for the Internal...
-
Financial Advisor
1 month ago
Johannesburg, South Africa Jobted ZA C2 Full timeJOB TITLE: Financial Advisors AREA: Gauteng INDUSTRY: Insurance Salary / CTC: Commission based – with incentives Report to: Franchise Directors Job Summary: Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their...
-
Paraplanner Fourways
6 months ago
Johannesburg, South Africa The Recruitment Council Full timeQualifications and Experience - Life Insurance. - Retirement. - Investments. - Para-planning / Financial Needs Analysis / Estate Planning. - New Business Administration. - Preparation of quotes. - Compliance. - Wills and Trusts. - Servicing of existing client base. - Setting up of appointments. - REs would be preferable. Duties and responsibilities: -...
-
Dental Receptionist
2 months ago
Johannesburg, South Africa Intercare Group South Africa Full time**ABOUT** Intercare is a dynamic healthcare company focusing on offering value-based healthcare to patients. As ambassadors of the Intercare brand, everything we do is guided by our purpose to make people feel better. Our shared values of People-centred, Integrity, Inclusivity, Excellence and Innovation define what we believe and who we are. Intercare...
-
Johannesburg, Gauteng, South Africa Service Solutions Staffing Full timeKey Responsibilities:We are seeking an experienced and driven Store Manager to join our team at a high-end international brand in Fourways. The ideal candidate will have a passion for providing world-class service and a proven track record of success in a retail environment.Requirements:Grade 12Excellent communication skillsAbility to work in a fast-paced...
-
Internal Life Advisor
6 months 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 &...
-
Receptionist Intern
5 months ago
Johannesburg, South Africa The Talent Room Full timeOur client based in Gauteng is currently recruiting for a** Receptionist Intern.** **Location: JHB (Fourways)** This is a 12 month YES Internship programme. The salary is R7500,00. **Requirements**: - **Matric with good results**: - **Degree or Diploma in or relevant qualification beneficial** This is a great opportunity for someone that wants to grow...
-
Financial Advisor
2 months ago
Johannesburg, South Africa Finding Personnel (Pty) Ltd Full timeJOB TITLE: Financial AdvisorsAREA: GautengINDUSTRY: InsuranceSalary / CTC: Commission based – with incentivesReport to: Franchise DirectorsJob Summary:Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their client’s financial...
-
Financial Advisor
2 months ago
Johannesburg, South Africa Finding Personnel (Pty) Ltd Full timeJOB TITLE: Financial Advisors AREA: Gauteng INDUSTRY: Insurance Salary / CTC: Commission based – with incentives Report to: Franchise Directors Job Summary: Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their...
-
Financial Advisor
4 months ago
Johannesburg, South Africa Finding Personnel (Pty) Ltd Full timeJOB TITLE: Financial AdvisorsAREA: GautengINDUSTRY: InsuranceSalary / CTC: Commission based – with incentivesReport to: Franchise DirectorsJob Summary:Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their client’s financial...
-
Paraplanner
3 days ago
Johannesburg, South Africa Jobted ZA C2 Full timeKey Responsibilities - Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. - Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations. - Documentation: Prepare detailed...
-
Paraplanner
6 days ago
Johannesburg, South Africa Growth House Full timeKey Responsibilities Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met.Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations.Documentation: Prepare detailed reports,...
-
Paraplanner
5 days ago
Johannesburg, South Africa Growth House Full timeKey Responsibilities Client Support: Assist financial advisors in preparing and maintaining client financial plans, ensuring their goals and objectives are met. Research & Analysis: Conduct thorough research on financial products, investment opportunities, and tax regulations to provide accurate recommendations. Documentation: Prepare detailed...
-
Receptionist- Fourways Multifranchise
3 months ago
Johannesburg, South Africa Motus Corporation Full time**Fourways Multifranchise** Is on a look out for a receptionist, the purpose for this position is to deliver reception duties in order to respond to visitors, clients and other related queries accurately and timeously through the execution of predefined work objectives as per agreed standard operating procedures. **Position Overview**: **Purpose** To...
-
Financial Services Professional
3 weeks ago
Johannesburg, Gauteng, South Africa Finding Personnel (Pty) Ltd Full timeFinancial Advisor PositionFinding Personnel (Pty) Ltd is seeking a dedicated Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing clients with tailored financial solutions that prioritize their goals and dreams.Key Responsibilities:Develop and implement comprehensive financial plans for clientsProvide expert...
-
Financial Planner
1 month ago
Johannesburg, Gauteng, South Africa Finding Personnel (Pty) Ltd Full timeFinancial Advisor OpportunityWe are seeking a dedicated and driven individual to join our team as a Financial Advisor. Our client is a young and wise liberty franchise that believes in the evolution and advancement of their client's financial advice needs and the success of financial advisors.As a Financial Advisor, you will be responsible for providing...
-
International Sales Representative
1 month ago
Johannesburg, Gauteng, South Africa Lumina Personnel Full time**Job Title:** International Sales Consultant**Location:** Fourways, Johannesburg**Salary:** Market-Related**Job Summary:We are seeking a highly skilled International Sales Consultant to join our team at Lumina Personnel. As a key member of our sales team, you will be responsible for meeting sales objectives and supporting international managers in achieving...
-
Parts Advisor
7 months ago
Johannesburg, South Africa Simplified Recruitment & Consulting Full time**Job Summary**: The main responsibility of a Parts Advisor is to maintain a well-organized and cost-efficient warehouse and to promote and sell the products of the warehouse. Thus ensuring a high level of parts availability and supporting increased parts sales. This is achieved by working proactively with internal and external customers on a daily...