Jobs in Go!

Work with a group of highly productive Financial Advisers and support staff with one of Discovery's largest franchises. We have an ongoing need for support staff with Discovery experience in our team. See roles available below Paraplanners – Discovery Experienced The ideal candidate for this role has Discovery product accreditation and Financial Planning experience. The role requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance. Remuneration: Market related Desired Qualification: NQF5> or industry related equivalent RE5 Class of business (Long Term and Investments) Quality Assessor – Discovery experienced. The QA will be responsible for checking all compliance documents, applications, quotes and supporting documents for any discrepancies, omissions, errors, or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed. This person should ideally have experience as a paraplanner or in a compliance role, preferably with Discovery experience as they will need to understand the product and what is required for the different transactions, what to look for etc. Preferred Qualification: NQF5> or industry related equivalent RE5 Class of business (Long Term and Investments) Junior Administrator – Discovery Experienced The ideal candidate for this role is organised in terms of their workload planning and priorities. They have experience with Discovery products and programs. Duties include: All Health queries. Beneficiary changes Change of bank details Withdrawals Change of personal details Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life claims Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry related equivalent RE5 Class of business (Long Term and Investments) Market realated Apply Now

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Jobs in Go!