Broker Assistant / Paraplanner

People Dimension; Pretoria; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial planning firm in Pretoria seeks a Wealth Advisor/Assistant with experience in life and risk insurance. Responsibilities include assisting Financial Planners, preparing proposals, and managing client relationships. Strong knowledge in long-term insurance is required. Candidates must be bilingual in Afrikaans and English. Please submit your CV to the hiring email provided.

Qualifications

• Previous experience and working knowledge in life and risk insurance is required.
• Must be able to speak and understand Afrikaans and English.

Responsibilities

• Assist Financial Planners in administrative tasks.
• Research product information and prepare financial planning proposals.
• Handle client inquiries and report new business statistics.

Skills

Client enquiry handling

Financial proposal preparation

Knowledge in life and risk insurance

Asset management tracking

Education

Matric Qualification

BCom degree

Job description

Synopsis :

A leading financial planner in Pretoria is looking for a Wealth Advisor / Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.

Job Description / Duties :

• Assisting Financial Planners in all their administrative tasks
• Research product information
• Prepare financial planning and investment proposals
• Handle and solve client enquiries
• Report new business statistics
• Prepare investment review appointments
• Keep track of assets under management
• Maintain Client Relationship Management system
• Rebalance and maintain of existing portfolios
• Prepare and distribute monthly / quarterly / annual statements / certificates / communication

Minimum Requirements :

• Matric Qualification
• BCom degree (Advantageous)
• Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)
• Must be able to speak and understand Afrikaans and English, due to client base.

Please mail your CV to hr1 (at) peopledimension (dot) co (dot) za

Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.