Paraplanner - Kloof KZN

Ultra Personnel (Bedfordview)

Durban

National organisation within the "insurance / investments and financial services industry" requires an experienced Paraplanner for their Durban Branch. Individual must reside in and around Hillcrest or Kloof areas.

Qualifications And Experience

4-5 years experience in the financial services industry

Relevant tertiary education or courses

Exposure to financial planning

The Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration for insurance clients.

The Paraplanner is required to collaborate very closely with the Financial Planner and Personal Assistant, as well as liaising with the regional Business Development Manager when necessary.

The Paraplanner takes responsibility for preparing of client data, data integration, financial plan preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred... More Detail

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