Broker Assistant/ Paraplanner
- Pretoria, Gauteng
- R15,000-25,000 per month
- Permanent
- Full-time
A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company.Job Description:
Job Description/Duties:
- Assisting Financial Planners in all their administrative tasks
- Research product information
- Prepare financial planning and investment proposals
- Handle and solve client enquiries
- Report new business statistics
- Prepare investment review appointments
- Keep track of assets under management
- Maintain Client Relationship Management system
- Rebalance and maintain of existing portfolios
- Prepare and distribute monthly/quarterly/annual statements / certificates / communication
- Matric Qualification
- BCom degree (Advantageous)
- Previous experience and working knowledge in life and risk insurance - long term insurance. (Required)
- Must be able to speak and understand Afrikaans and English, due to client base.