Qualifications required: RE exams and NQF5 or industry related degree
Requirements:
3-5 Years Discovery systems and product experience
3-5 Years smart advice FNA / ROA & compliance experience
ROLES AND RESPONSIBILITIES: 1.618 Paraplanner
Staying up to date on product changes and enhancements Staying up to date on the financial planning industry and new trends Client Information gathering Consolidating and re-structure of a client's existing portfolio Compiling a financial needs analysis based on information gathered
Ability to plan across all product lines including:
o Life
o Disability
o Severe Illness
o Income Protection
o Retirement
o Investment goals
-Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products.
-Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client.
-Servicing changes on existing client base -Finalising servicing quotes -Preparing summary for of proposal for review by Advisor and client -Re - iterating the DRO value proposition and need for vitality engagement.
-Receiving, checking, and submitting applications to the PA -Requesting Astutes and transferring information to client policy schedules -Requesting information from external sources where necessary -Assisting Advisor with Record of Advice to ensure completeness and accuracy -Preparing review of clients existing portfolio, making suggestions to Advisor.
- Transferring quotes data to excel and or PowerPoint.
-General reporting and planning as required by Advisors -Liaising with PA and Advisor to ensure that we offer holistic, best advice, financial planning to our clients with excellent client service.
Key Traits
-Time management and workflow must be impeccable -Must be detail orientated, conscientious and organised -Adaptability. Must be able to work with a panel of different Advisors -Discovery product knowledge required -Discovery system experience needed (FAZ, Smart Advice) -Will need to work under pressure at times.
Industry
Staffing & Recruiting
Employment Type
Full-time
Edit job description
