021 851 2683 merand@telkomsa.net

Job / Vacancy Application

Job Title: Para-Planner

Sector: Financial Services

Location: Somerset West

Town / City: Somerset West

Basic salary range: R14 000 - R18 000

Job Type: Perm

Para-Planner

The purpose of this position is to serve a supporting Para-Planning role to the team of Brokers.
It includes the Para-Planning function from compiling a Financial Plan to acquiring quotations to preparing the client file for Brokers.
It requires a person with excellent planning skills, attention to detail and a consistent personality with the relevant experience and qualifications
 
SKILLS / EXPERIENCE
• Grade 12 / Matric
• Para-Planning
• Experience in the insurance industry – insurance companies, product knowledge, quoting systems etc
• The relevant broker systems & planning software
• Microsoft Office
• English / Afrikaans fluency
• Writing skills
• Computer literacy
• Telephone skills & business etiquette
 
DUTIES WILL INCLUDE, BUT AREN’T LIMITED TO:
• Overall the Para-Planning function supporting the team of Brokers.
• Financial Needs Analyses, Quotations, Financial Planning
• Maybe some Applications & Underwriting
• Maybe some Servicing of existing clients
• Any other duties as needed or communicated by his/her senior.
 
FORWARD CV:  merand@telkomsa.net
Only shortlisted candidates will be contacted

Apply Below

  • By submitting this form you are indicating that you have accepted our Terms and Conditions.
  • This field is for validation purposes and should be left unchanged.