Senior Financial Planning Assistant

2 months ago


Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

We are looking for a skilled Financial Paraplanner to provide support to our client providing holistic Short Term & Long Term Insurance solutions to Individuals and Businesses.

This role is ideal for someone with a passion and knowledge of the long term insurance industry, who can assist in the provision of insurance solutions to clients.

Responsibilities:

RE5 essential

At least one to two years life insurance experience.

Admin focused with strong admin skills.

Strong eye for detail.

We are looking for someone with strong communication and organizational skills to join our team.



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