well as work
hard to support the Senior Paraplanner and Broker to reach and obtain their own targets
Requirements:
Required Experience: Independent advisory
In the investment and life insurance space
Employee benefits scheme administration
(Financial Planning Partner makes the assessment on Paraplanner readiness)
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 services/insurance/ etc space
Requirements:
Financial industry is currently looking to employ Paraplanner | Senior Assistant to Financial Advisors based
for Dynamic independent Short-Term Insurance Paraplanners who are based around the Helderberg area, Cape effectively and efficiently with your team. Paraplannning and preparation of documents including all compliance cancellations are done for clients moving to our brokerage from another insurer and onboarding of new clients
ready to put this knowledge to practice as a Paraplanner. Is this you? You are a meticulous person with you'll be doing (and why you'll enjoy it) As a Paraplanner, you'll play a crucial role in assisting Financial
Purpose of role: The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with Business Development Manager when necessary. The Paraplanner takes responsibility for preparing of client Advice process (preferred advice process). The Paraplanner is employed to operate within the Company's preferred (Financial Planning Partner makes the assessment on Paraplanner readiness) Work closely with Assistants, Product