Paraplanner | Fourways

Are you a skilled paraplanner seeking new opportunities? Our reputable client, a leading firm in the financial industry, is currently expanding its team and seeking a talented individual to join their ranks. With a commitment to excellence and a dedication to providing top-tier financial solutions, this company offers a dynamic work environment where your expertise can shine. If you're ready to take the next step in your career and contribute to a forward-thinking organization, apply now to learn more about this exciting opportunity.
Qualifications and Experience

Life Insurance
Retirement
Investments
Para-planning / Financial Needs Analysis / Estate Planning
New Business Administration
Preparation of quotes
Compliance
Wills and Trusts
Servicing of existing client base
Setting up of appointments
REs would be preferable

Duties and Responsibilities

Knowledge in one or all the aforementioned areas, as well as the ability to communicate with clients, write effectively, and manage & resolve customer queries
Self-starter personality and would be able to manage themselves
Be able to correspond with clients and do quotes
Servicing clients in terms of queries, keeping customers up to date and new business
Changing of beneficiaries and switch forms
Looking for new business opportunities from the current client base

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