Jobs in Go!

We are recruiting for a Junior PARAPLANNER / QA Admin for our client within the Financial Services Industry. Role is based in Midrand and Randpark Ridge. QA sign off for assigned assistants. QA sign off for all assistants if the other QA is not at work. When exceptions are given – follow up with the relevant Admin person for the outstanding information. Monthly QA report to Operations Director General Company Figures: Compile daily production figures. Send the updated figures to the company every day of the week. Complete final monthly figures once all production schedules are received, and submit to Operations Director Update figures on days whereby the other QA is not at work. Verification of all high premium cases (R4000 and above). Competition figures. 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. 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. 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. Requirements Re5 or Re1 - advantageous Degree or diploma within the financial services/insurance/ etc space 2 years of previous Paraplanner or Compliance or Quality experience within Financial Services 2 years and above of Discovery Product working experience Strong experience in FNA's Apply Now

---

Want to do another search?

Jobs in Go!