Internal Advisor Paraplanner Fourways

2 weeks ago

Johannesburg, South Africa The Recruitment Agency South Africa (TRASA) Full time

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)

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