Paraplanner Randpark Ridge - Randpark Ridge
Treetop Talent
We are recruiting for a PARAPLANNER for our client within the Financial Services Industry. Role is based in Randpark Ridge Candidates to be based within the vicinity. Roles and Responsibilities The Employee is responsible for, but not limited to the following tasks: New business/New client Extracting all information from new business file provided by the broker and inserting information into Discovery Smart advice, with the view of completing a comprehensive FNA. Performing an Astute download and portfolio analysis. Run comparative quotes with the view of moving all clients to Discovery. These are to include our house view on all investment fund selections as well as from a risk product perspective. Preparation of a file to present to a client, this file must include: Analysis of clients existing portfolio Comparative quotes with Discovery Life, Discovery Invest, Discovery Insure and Discovery Health. All relevant tools to illustrate performance of products or the workings of technical aspects of the product in question. All relevant paid up quotes for replacement of investment products as well as fully drafted Section 14 documentation. A summary of products detailing the benefits of the proposal. A fully completed compliance pack with detailed record of advise to clients. Fully completed cancelation letters should they be required. Life, Health, Investment and short term insurance broker appointments Full review of fund choices within the client's portfolio. Broker has a maximum one week turnaround time on presenting to the relevant new business client. Requirements Re5 – minimum requirement Degree or diploma within the financial services/insurance/ etc space 3 years of previous Paraplanner experience 2 years and above of Discovery Product experience Strong experience in FNA's
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