Broker Assistant/ Paraplanner

Recruiter:

People Dimension

Job Ref:

742884697

Date posted:

Thursday, July 21, 2022

Location:

Pretoria, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Synopsis:
A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.

Job Description:
Job Description/Duties:
• Assisting Financial Planners in all their administrative tasks
• Research product information
• Prepare financial planning and investment proposals
• Handle and solve client enquiries
• Report new business statistics
• Prepare investment review appointments
• Keep track of assets under management
• Maintain Client Relationship Management system
• Rebalance and maintain of existing portfolios
• Prepare and distribute monthly/quarterly/annual statements / certificates / communication

Minimum Requirements:
• Matric Qualification
• BCom degree (Advantageous)
• Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)
• Must be able to speak and understand Afrikaans and English, due to client base.

Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za

Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.

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