Paraplanner Finance/Insurance

SUMMARY:
Our client in the Financial Planning industry is seeking to urgently place an RE5 accredited Paraplanner in Menlyn:

POSITION INFO:
Minimum requirements:

• Gr.12 / Matric
• Moonstone RE5 accreditation
• NQF5 or B.Com degree in Financial Planning or any other Wealth Management related qualification
• Fluent in Afrikaans and English (read, write, and speak)
• MS Office + SANFIN/XPLAN
• 4 Years’ consecutive and current experience in the Insurance industry
• Knowledge of Sanlam and Glacier Investment product knowledge will be advantageous
• Exceptional attention to detail and analytical skills with a structured and planned approach to work
• Ability to analyse Financial data to complete a comprehensive plan for a client for death, disability, dread diseases and retirement
• Must have own vehicle and valid driver's license