Para-Planner

Full-time
Para-Planner
TWK Agri
Mbombela, Mpumalanga
Permanent
Posted 08 January 2021 – Closing Date 05 February 2021

Job Details

Job Description

TWK Agri has the following vacancy available: Para-planner within the Insurance Department at Nelspruit, Mpumalanga.

Responsibilities and Duties

  • Prepare and maintain client files including compliance paperwork, client risk profiles
  • Discuss client objectives with planner/advisor
  • Preparing recommendations by identifying areas for planning, undertaking research to identify suitable solutions to meet the client’s needs
  • Prepare information/comparisons for analysis
  • Consider current and future allocation of assets for investment strategy
  • Prepare draft recommendation reports
  • Prepare suitable correspondence with the agreed recommendations
  • Make changes to clients’ investments as instructed
  • Implement the chosen investment strategies
  • Be a point of contact and deal effectively with queries from clients and other parties through effective communication
  • Establish and build strong relationships with clients and attend client meetings with planner/advisor if required
  • Organise review meetings with client
  • Review investment portfolio, asset allocation, risk profile, etc.
  • Send planning figures to client for update and revision in preparation for next meeting
  • Initiate review meetings with clients

Qualifications and Skills

  • Matric / Grade 12
  • Computer literate
  • Relevant BCom Degree and/or Certificate in Financial Planning
  • Excellent inter‐personal skills, both written and verbal
  • Ability to multi‐task and prioritise effectively
  • Good report writing skills
  • Ability to work independently and in a team