Financial Paraplanner

Umhlanga Accounting Firm

Umhlanga, KwaZulu-Natal
R17,500-26,000 per month
Permanent
Full-time

17 days ago

Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner to join our dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base. As a well-established company, we pride ourselves on delivering VIP financial planning, short term insurance and investment advice to our clients.Requirements:

Relevant degree/qualification in Financial Planning, short-term insurance and RE5 accreditation
At least 3 5 years experience in the Financial Planning industry
Knowledge of Sanlam/PPS/OMI/Santam/Hollard/Brolink systems as well as Investment product knowledge will be advantageous.
Thorough understanding of current FAIS legislation
Working knowledge of legislation relating to short term insurance, investments, and financial planning.
Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skills
Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.
Compile and submit advice containers to compliance officers.
Exceptional attention to detail and analytical skills with a structured and planned approach to work.
Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. AssetMap/SanFin/atWorks)

Your working hours will be from 8:00am to 5:00pm, starting package from R17 500.00 R26 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.In order for your application to be considered, please email a clear picture of yourself or include a picture of yourself on your CV. No picture will result in an unsuccessful application. Applicant must be between the ages of 18 to 45. Firm is located in Umhlanga opposite Gateway.Email: umhlangafirm@gmail.comIf you dont get feedback within two week, consider your application unsuccessful.All information is handled with strict care and privacy in compliance with the POPI Act.

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