Report Writer | Paraplanner

Key Activities:

• Gather policy information

• Compile a summary of information

• Research product information

• Preparing investment proposals

• Calculating tax/legal implications of investments

• Cash flow and performance calculations

• Pre-Retirement planning calculations

• Preparation of investment review appointments

• Maintaining CRM system

Minimum Requirements:

• At least 3 years related experience

• Fully bilingual in Afrikaans and English

Competencies and skills:

• Sound organizing and planning

• Ability to operate independently

• Proactive problem solving

• Accuracy and reliability

• Computer literacy

• Financial product knowledge

• Ability to work under pressure

• Time management

• Communication skills (verbal and written)

• Attention to detail

• Relating to and dealing with clients

• Personal motivation

• Commitment to quality and excellence

• Team player

• Positive Attitude