ParaPlanner - eThekwini
PikUniq
Attention: Please note that the hiring team responsible for this position will be using the PikUniq platform for candidate screening and conducting one-way interviews. Each application received will be carefully evaluated and screened. Further information on how to get started will be provided. We are looking forward to receiving your application. Position: ParaPlanner – Financial Planning Location: Kloof, Durban About the role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. Responsibilities: The Paraplanner is required to collaborate very closely with the Financial Planning Partner and 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 advice process). The Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only. Requirements Minimum requirements: Must pass the company Paraplanner Competency test 4-5 years in the financial services industry. Relevant tertiary education or courses. Exposure to financial planning. Skills Financial Services Industry Understanding of FAIS and FICA legislation Financial planning fundamentals and product knowledge. Benefits Remuneration: R20 000 – R25 000
Apply Now
Facebook
WhatsappRelated Jobs
Paraplanner Durban - Durban
Catch Recruit
...
Paraplanner - Hillcrest
Headhunters
...
Paraplanner Hillcrest - Hillcrest
Headhunters
...
Paraplanner - Hillcrest
...
Financial Risk Consultant Durban - Durban
Ultra Personnel : Pharmaceutical, Insurance, Engineering
...