Paraplanner

SUMMARY:
Stable insurance brokerage based in Rosebank Johannesburg recruiting Paraplanner

POSITION INFO:

Assist Financial Adviser in all aspects of the practice:

• Financial Needs Analysis with proposals and proposal quotes for new clients;
• Preparing client packs;
• Quality control and Compliance;
• Meeting with Broker Consultants;
• Managing the client database;
• Liaising with clients;
• Submitting documentation to Administrators for processing

NB! This job is now closed. You can apply for other jobs by uploading your CV.