Financial Paraplanner

1 week ago

Pretoria, South Africa Pillangó Placements Full time

Our client, a Financial Planning Firm requires a diligent Paraplanner to join their team based in Pretoria East.

The successful incumbent needs to have recent experience in the financial industry as well as an affinity for research.

**Duties included but not limited to**:

- Analyzing client's needs
- Researching and recommending suitable products and solutions
- Analyzing and reviewing customer's financial plans
- Preparing client reports
- Prepare policy information
- Research and prepare comparative quotes

**Behavioral Competencies and Requirements**:

- Detail orientated
- Strong accuracy
- Proficient in MS Office and computer literate in general
- Bi-lingual and fully fluent in Afrikaans and English
- Own transport and valid drivers license
- Relevant tertiary qualification/s

**NB Applicants - Please Note**:

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