SUMMARY:
3 years of previous Paraplanner experience
POSITION INFO:
Internal Advisor / Paraplanner (POS24138)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements:
- Matric
- RE5 – Minimum Requirement
- 120 Credits
- Degree or diploma within the financial services/insurance/ etc space
- 3 years of previous Paraplanner experience
- 2 years and above of Discovery Product experience
- Strong experience in FNA’s
SALES
- Advice on Life, Investments, Retirement products with a view to upgrades.
- Assist with downgrades if required and only if necessary
- Assist with marketing campaigns, Network and obtain referrals and leads, follow up on leads from
- referrers
- Telephonic reviews & assisting Advisors with general Client reviews internal & external if
- necessary).
- Database Management & ensuring reviews are completed on a minimum of
- 1 year cycle. Actively assessing, Identifying and checking client’s portfolio, segmentation
- groups, opportunities and possible cross pollination of Database
- Arranging appointments for Advisors if necessary (ensuring schedules are attached and
- quality appointments are made).
PRESENTATIONS
- Presentation and negotiations to individuals & Groups (Where necessary)
- Client visits when necessary
PREPARATION
- Portfolio preparation & analysis
- Updating schedules, FNA’s prep, Identify Shortfalls & Opportunities, Astute downloads to Data Capturer
- Estate Planning – Estate Preserver – (Wills & Trusts)
- Preparation of new buy and sells and ensuring that Buy & Sells are reviewed annually
- Quotes, In-house Servicing, Upgrades -Downgrades if necessary and campaign follow
through
- Client Authority letters to go out in advance of appointment/s.
COMPLIANCE
- Drafting: FNA, ROA,FP, RAR & Investment Replacement Comparison
- Ensuring that all Compliance documentation is loaded on X-plan and that compliance
documentation and Financial Needs Analysis (FNA)accompany all new business and/or
client servicing. Checking that the Record of Advice (ROA) and FNA mirror one another
and further that the Compliance is completed correctly
GENERAL ADMIN
- Creating and following up of TASKS & THREADS. Keeping up to date (No overdue’s).
- Monitoring of Lapse Register & Task created and attempt made to retain
- Queries telephonic & e mail including service level complaints
- Conservation/Retention of business including RAR’s, Cancellations and Other Advisors
requesting info
- C.O.L (Counter offer letters), Deferred, Declined
- Technical queries & Broker support on Technical issues
- Liaising with Broker Consultants
- Keep up to date with the latest legislation and Industry Trends
- Continual monitoring and tracking of the new business and servicing pipeline and
following up on new business and outstanding servicing requirements
TRAINING
- Compulsory to attend office meeting and in-house training
- The minimum CPD Points must be maintained by attending training sessions and ongoing training
towards a full CFP qualification
- Fit & Proper Training as per Board notice 190 (2017)
- General admin – In house servicing – Upgrades and downgrades & new Business
- TCF
- POPI
- FICA
Closing Date: 15 May 2024
To apply for this position send your CV to and use POS24138 in the subject line
