Paraplanner

SUMMARY:
A Medium-size company that provides Financial Advisory services, based in Centurion would like to employ an Assistant to the Advisor (Paraplanner). This company has an inviting, friendly and ethical culture.

POSITION INFO:

A Medium-size company that provides Financial Advisory services, based in Centurion would like to employ an Assistant to the Advisor (Paraplanner). This company has an inviting, friendly and ethical culture.

Minimum requirements:

• Reside in Centurion
• Own transport
• Fluent English and Afrikaans
• Matric
• BCom OR 2 years’ experience within the long term insurance industry

Duties:

• Preparing of needs analysis for Advisor
• Obtain information for the above
• Determining which of the existing clients’ portfolio’s might need revision

Working hours: 7h45 to 16h00

Salary: R 10 000 to R 15 000 depending on experience.

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