Financial Planning Assistant/Paraplanner (Bellville)

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General Details
, BellvilleNorthern Suburbs
Advertised By: Agency
Job Type: Full-Time
Employment Equity: Non EE/AA

My client, a well-established Sanlam BlueStar Financial Services business based in Bellville needs the services of this person to support the Financial Advisor with the offering of personalised advice and a broad range of financial solutions to clients.

Core functions include:

  • Research and preparation of documents for the review of clients insurance and investment portfolios
  • Prepare review reports for the Financial Advisor for his appointments with clients
  • Ensure compliance with FICA and FAIS legislation
  • Recording of client interaction and updating of client records upon completion and interaction
  • Ensure all business registers and files are kept up to date and current
Job Requirements:

  • Minimum of 3 years experience in a relevant financial services environment (especially long term insurance) and particularly if you have worked in a Financial or Insurance Brokerage environment
  • Matric
  • A post- matric qualification and/or having passed the Regulatory Examination or s tudying towards obtaining this qualification will be advantageous
  • A working knowledge of Sanfin will also strengthen your application
  • Ability to communicate with clients in both English and Afrikaans
  • Ability to work accurately and independently without direct supervision and to deal with more than one issue simultaneously

Salary R10000/month negotiable plus an additional incentive based on new business issued

Working hours are Monday to Friday from 8h00 till 16h30 and the successful applicant will join a small professional team

Forward your CV (max 3 pages) to: [email protected]

Closing date for applications: 18 June 2021

Should you not be invited for an interview within 10 days kindly accept that your application was not shortlisted

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