Paraplanner

• Prepare a Financial Needs Analysis for the Advisor.
• Requesting information required to prepare a Financial Needs Analysis from clients

• Identifying existing clients whose portfolios need to be reviewed.
• Manage and coordinate the Advisor’s diary.
• Recording all activities on the Client Management System.
• Attending to Policy Services. (Premium Warnings, cancellations, claims etc.)
• Screen all incoming calls, re-direct where appropriate, and deal with telephone

• Receive visitors and welcome them accordingly.

• Grade 12 or,
• Any B. Com Degree, however candidates with a B. Com Financial Planning

• Aleast 2 years ‘experience within the long-term Insurance industry.

• Windows 7/8/10
• Microsoft Office (Outlook, Word, & Excel)

• Vibrant Person with a Positive attitude towards life and willingness to grow as a

• Job Knowledge/continues improvement.
• Ability to work under pressure and meet deadlines.
• Methodical, detailed and organised work style. Planning and Organising. Attention

• Professional Appearance.
• Excellent Communication Skills.
• Team Player with initiative.
• Proactive with a sense of urgency.
• People Orientated.
• Integrity & Honesty.

People Dimension