Administrative Assistant / Para-Planner
Somerset West

Our client in the financial industry requires the service of an Administrative Assistant/ Para-Planner

Key performance areas:

? Drawing up of financial planning reports
? Quotations for life insurance and investments
? Administration around investments including section 14 transfers and critical comparison of costs
? Administration of life insurance including adjustments and renewals
? Setting up annual reviews of clients' portfolios
? Assistance with newsletters about different products

The successful candidate must have:

? Matric with Mathematics and relevant Financial/ Mathematics qualification
? Must have knowledge of time value of money calculations
? Various life insurance products, including disability and dreaded disease
? Experience in investments (Various investment options, Cost calculation between investment options, Conservation Funds, Section 14 transfers, LISPS, Wrap funds) would be advantage
? Excellent computer literacy (Advanced Excel)
? Must be fully bilingual (Afrikaans & English)
? Must be able to work accurately
? Strong administrative skills
? Assertive and lively personality
? Maintain a high level of confidentiality
? Be able to work independently, accurately and cope under pressure

Please note that only short listed candidates will be contacted.