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.

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