Para Planner / Assistant Financial Planner - Pretoria Verfied

Salary Negotiable Pretoria, Gauteng Pretoria, Gauteng more than 14 days ago 03-07-2015 8:06:36 AM
31-07-2015 8:06:36 AM
Candidate with B.Comm degree and at least 2 years experience as an Assistant Financial Planner, required to start asap.

Minimum requirements:
• B.Comm degree essential
• Relevant Financial Planning qualifications required
• Minimum 2 years relevant experience essential
• Fully bilingual – Afrikaans and English
• Financial Product knowledge required

Responsibilities:
• Administration
• Client relationship management
• Gather policy information and compile summary
• Research product information
• Prepare and implement investment proposals
• New applications and quotations
• Calculate tax/legal implications of investments
• Cash flow and calculations
• Pre-retirement planning calculations
• Diary management
• Statistics
• Training to new employees
• Maintain CRM system
• Rebalancing and maintaining existing portfolios
• Monthly/quarterly statements