Paraplanner (Discovery) - Western Cape, Durbanville - Durbanville
Featherway Recruiting
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 ROLES AND RESPONSIBILITIES: 1.618 Paraplanner Staying up to date on product changes and enhancements Staying up to date on the financial planning industry and new trends Client Information gathering Consolidating and re-structure of a client's existing portfolio Compiling a financial needs analysis based on information gathered Ability to plan across all product lines including: o Life o Disability o Severe Illness o Income Protection o Retirement o Investment goals -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. Key Traits -Time management and workflow must be impeccable -Must be detail orientated, conscientious and organised -Adaptability. Must be able to work with a panel of different Advisors -Discovery product knowledge required -Discovery system experience needed (FAZ, Smart Advice) -Will need to work under pressure at times. Industry Staffing & Recruiting Employment Type Full-time Edit job description Desired Skills: Paraplanning Insurance investments Financial Planning Financial Analysis record of advice Compliance broker support retirement planning Personal Financial Planning Discovery Financial Planning Administration Desired Work Experience: 2 to 5 years Desired Qualification Level: Certificate About The Employer: Discovery Brokareage
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