Looking for a Paraplanner:
At least 3 years full time employment for a Financial Planning company
Matric is essential – RE qualification an advantage
Comprehensive knowlege of products across all registered providers
Computer proficiency in Microsoft Outlook, Word and Excel and a good understanding of the internet
Sound knowledge of the Financial Services Industry
XPlan and Astute experience is ESSENTIAL
Own transport
Excellent time management skills
Strong communication and administrative skills
Must show attention to detail and have the ability to work independently
Must be service orientated and deadline driven
Must uphold the Company’s value system and be able to work under EXTREME pressure
Must be enthusiastic and well groomed
Ability to show initiative and enthusiasm
Must have good listening skills and empathy
Must be a Team player
Trustworthy and competent client relationships
Preparation for all appointments and handovers to the Financial Advisor.
Book all appointments timeously for new and existing clients
The complete preparation of all client packs for new and existing client reviews
Full accountability for all new business and servicinf processes for clients
Ability to record all activities and processes in XPlan (CRM) for compliance
Use and update XPlan for all client financial analysis and data input
Draft Client Advise Records (CARs) and present to the Financial Advisor for overview and signature
Look for new business sales opportunities by upselling products or upgrading benefits
Salary: negotiable
Please send your CV to