Junior Paraplanner

3 weeks ago

Pietermaritzburg, South Africa Jobted ZA C2 Full time

Our client based in Pietermaritzburg is seeking a junior paraplanner. The ideal candidate should have excellent communication skills, computer skills, and have experience within the financial planning / insurance industry.

Requirements:

- A Bachelor’s degree in finance, accounting, or a related field is preferred.
- Proficient in MS Office
- Financial and analytical skills
- Excellent verbal and written communication skills
- Experience within a financial planning / insurance background, preferable

Responsibilities:

- Preparing and managing quotations
- Managing calendars and scheduling appointments
- Manage FNAs, ROAs
- Manage and source information from social media
- Prospect for new business

Note: Only shortlisted candidates will be contacted.

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