Paraplanner 15000 - 20 000 - South Africa
Featherway Recruiting
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client. -Servicing changes on existing client base -Finalising servicing quotes -Preparing summary for of proposal for review by Advisor and client -Re - iterating the DRO value proposition and need for vitality engagement. -Receiving, checking, and submitting applications to the PA -Requesting Astutes and transferring information to client policy schedules -Requesting information from external sources where necessary -Assisting Advisor with Record of Advice to ensure completeness and accuracy -Preparing review of clients existing portfolio, making suggestions to Advisor. -Transferring quotes data to excel and or PowerPoint. -General reporting and planning as required by Advisors -Liaising with PA and Advisor to ensure that we offer holistic, best advice, financial planning to our clients with excellent client service. Qualifications required: RE exams and NQF5 or industry related degree Requirements: 3-5 Years Discovery systems and product experience 3-5 Years smart advice FNA / ROA & compliance experience Ability to plan across all product lines including: o Life o Disability o Severe Illness o Income Protection o Retirement o Investment goals
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