Paraplanner - Durban
R
20000
per month
Durban, Kwazulu-Natal
Durban,
Kwazulu-Natal
more than 14 days ago
27-11-2018 2:07:12 PM
22-01-2019 2:07:12 PM
Experienced Paraplanner with CFP and minimum 3 years relevant experience, required to join this successful Financial Advisor.
Minimum requirements:
• Post Graduate Diploma in Financial Planning or CFP qualification essential
• Minimum 3 years’ relevant experience required
Responsibilities:
• Prepare Records of Advise for Local and Offshore Investments, Long Term Assurance and Short Term Assurance (Health and Short Term Insurance)
• Prepare Financial Plans – Death, Disability and Retirement
• Investment Portfolio and underlying Fund investigations and formulating own ideas for recommendations
• Client portfolio investigations – health, investment, risk and short term insurance products
• Identify new business opportunities within current client base
• Keep abreast of changing tax and legal environment
• Keep abreast of updated product information