Financial Paraplanner

 

Recruiter:

Pillango Placements

Job Ref:

3873389201

Date posted:

Thursday, June 16, 2022

Location:

Pretoria, South Africa


JOB SUMMARY:
-

JOB DESCRIPTION:

Our client, a Financial Planning Firm requires a diligent Paraplanner to join their team based in Pretoria East. 

The successful incumbent needs to have recent experience in the financial industry as well as an affinity for research.

Duties included but not limited to:

  • Analyzing client's needs
  • Researching and recommending suitable products and solutions
  • Analyzing and reviewing customer's financial plans
  • Preparing client reports
  • Prepare policy information
  • Research and prepare comparative quotes
  • Complete application forms

Behavioral Competencies and Requirements:

  • Detail orientated
  • Strong accuracy
  • Proficient in MS Office and computer literate in general
  • Bi-lingual and fully fluent in Afrikaans and English
  • Own transport and valid drivers license
  • Relevant tertiary qualification/s

NB Applicants - Please Note:

We use Ditto to track and manage applications and can only accept online applications. If you are unable to apply through link provided, please upload CV to our website under VACANCIES. If the vacancy doesn't appear on the website, the position is no longer available.

The advertised salary range is merely a guideline in terms of the level of candidates required and it remains the prerogative of our client to offer a candidate any market-related salary in line with qualifications, skills, and level of experience.

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

PARAPLANNER - PRETORIA
Location: Pretoria
Salary: Market related
To assist the Wealth Planners / financial Advisors / Wealth Managers.
7 days ago


PARAPLANNER PRETORIA
Location: Gauteng
Salary: Market related
To assist the Wealth Planners / financial Advisors / Wealth Managers
7 days ago


PARAPLANNERCAPE TOWN - PRETORIA
Location: Pretoria
Salary: Market related
To assist the Wealth Planners / financial Advisors / Wealth Managers
7 days ago


PARAPLANNER - PRETORIA
Location: Pretoria
Salary: Market related
To assist the Wealth Planners / financial Advisors / Wealth Managers
7 days ago


Paraplanner | Sandton / Umhlanga
Location: Johannesburg
Salary: R440 000 PA
paraplanner | Sandton / Umhlanga
57 days ago


Paraplanner | Sandton
Location: Johannesburg
Salary: Market Related
paraplanner | Sandton
64 days ago


Financial Advisor
Location: Johannesburg
Salary:
Today


ACCOUNTANT / ASSISTANT FINANCIAL MANAGER - PRETORIA, GAUTENG
Location: Pretoria
Salary: To be discussed
ACCOUNTANT / ASSISTANT financial MANAGER - PRETORIA, GAUTENG
Today


JSE Financial Reporting Executive - Centurion - FMCG
Location: Pretoria
Salary: R1.7 mill pa CTC
JSE financial Reporting Executive - Centurion - FMCG
Today


Financial Manager
Location: Johannesburg
Salary: 950000
Powering the future of connectivity — where finance meets innovation.
1 day ago


Create a free job alert for Financial Paraplanner in Pretoria

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions