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Paraplanner - Financial Planning Expert

2 months ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

Job Summary:

The Recruitment Council is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planning team by providing expert advice and guidance to clients.

Key Responsibilities:

  • Develop and maintain in-depth knowledge of life insurance, retirement, investments, and estate planning.
  • Assist in the preparation of financial plans and quotes for clients.
  • Provide exceptional customer service by responding to client inquiries and resolving issues in a timely and professional manner.
  • Collaborate with financial advisors to identify new business opportunities and develop strategies to grow the client base.
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance with all relevant laws and regulations.

Requirements:

  • Strong understanding of financial planning concepts and principles.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • High level of organization and time management skills.
  • Proficiency in Microsoft Office and other relevant software applications.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • A chance to work with a reputable and established company in the financial services industry.