Para-planner

2 weeks ago

Nelspruit, South Africa TWK Agri Full time

TWK Agri has the following vacancy available: Para-planner within the Insurance Department at Nelspruit, Mpumalanga.

**Responsibilities and Duties
- Prepare and maintain client files including compliance paperwork, client risk profiles
- Discuss client objectives with planner/advisor
- Preparing recommendations by identifying areas for planning, undertaking research to identify suitable solutions to meet the client’s needs
- Prepare information/comparisons for analysis
- Consider current and future allocation of assets for investment strategy
- Prepare draft recommendation reports
- Prepare suitable correspondence with the agreed recommendations
- Make changes to clients’ investments as instructed
- Implement the chosen investment strategies
- Be a point of contact and deal effectively with queries from clients and other parties through effective communication
- Establish and build strong relationships with clients and attend client meetings with planner/advisor if required
- Organise review meetings with client
- Review investment portfolio, asset allocation, risk profile, etc.
- Send planning figures to client for update and revision in preparation for next meeting
- Initiate review meetings with clients

**Qualifications and Skills
- Matric / Grade 12
- Computer literate
- Relevant BCom Degree and/or Certificate in Financial Planning
- Excellent inter‐personal skills, both written and verbal
- Ability to multi‐task and prioritise effectively
- Good report writing skills
- Ability to work independently and in a team

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