0

applicants

Administrative Paraplanner (Insurance and Financial)

at AtripleA  

Full-time
in Accounting Jobs in Gauteng, Gauteng
created 1 week ago
Expires 14 Apr
viewed 7

Administrative Paraplanner (Insurance and Financial)

Location: Irene, Centurion

           

Our client in the Insurance and Financial industry is looking for an Administrative Paraplanner.

 

Key responsibilities

 

  • Preparing financial analyses for clients, including retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis

  • Continuously monitor clients’ financial situations with detail and accuracy

  • Be able to keep up and learn things quickly in a fast-paced environment and effectively manage

  • Regular changing of priorities and dairy management

  • Appointment scheduling

  • Administrative functions

  • Creating comparative short-term insurance quotes

  • Compiling servicing quotes for Life and Investment products

  • Working and liaising with LISPs (Linked Investment Service Providers - ASISA)

  • Working with Smart Advice and navigation on Discovery Online/FAZ (Financial Advisor Zone), Smart Compliance

  • Preparing & assessing compliance documents such as ROA’s, Risk Portrait, RPAR-ASISA, FNA, Statutory Disclosure notices.

 

 

Requirements           

 

  • Experience in Financial Advisory Administration

  • Matric

  • Must have at least a minimum of 5 years’ experience

  • Minimum of 5 years’ experience in administration


Recent jobs at AtripleA

IT Fields Technician (Richards Bay) at AtripleA in Durban 6 days ago
Executive PA (Retail) at AtripleA in Accounting Jobs in Johannesburg 1 week ago
Executive PA (Retail) at AtripleA in Johannesburg 1 week ago
Property Specialist (Retail) at AtripleA in Accounting Jobs in Johannesburg 1 week ago
Financial Controller (Retail) at AtripleA in Accounting Jobs in Johannesburg 1 week ago
Brand Manager (Retail) at AtripleA in Accounting Jobs in Johannesburg 1 week ago
Financial Advisor (Financial) at AtripleA in Centurion 1 week ago
Maintenance Technician (Commercial) at AtripleA in Accounting Jobs in Gauteng 1 week ago
Maintenance Technician (Commercial) at AtripleA in East Rand 1 week ago
Financial Clerk (Commercial) at AtripleA in Accounting Jobs in Gauteng 1 week ago