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 ExperienceLife InsuranceRetirementInvestmentsPara-planning / Financial Needs Analysis / Estate PlanningNew Business AdministrationPreparation of quotesComplianceWills and TrustsServicing of existing client baseSetting up of appointmentsREs would be preferableDuties and ResponsibilitiesKnowledge in one or all the aforementioned areas, as well as the ability to communicate with clients, write effectively, and manage & resolve customer queriesSelf-starter personality and the ability to manage oneselfCorrespond with clients and prepare quotesService clients in terms of queries, keeping customers up to date and managing new businessChanging of beneficiaries and switch formsLooking for new business opportunities from the current client base
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