Certified Financial Planner/Paraplanner
Staff Solutions
Port Elizabeth, Eastern Cape
1d ago
source : findojobs-za

Our Client in the Financial Services and Insurance sector requires a Financial Planner / Paraplanner for their branch in Port Elizabeth / Gqeberha.

Sales executives are the key point of contact between an organization and its clients : Offering advice and introducing new products.

Performing a wide range of administrative and support activities which require methodical and meticulous thinking in order to generate and monitor risk benefit plans, estate plans, retirement and investment plans, following the 6 steps of Financial Planning to ensure the successful preparation of client files for client appointments, working hand-in-hand with the Financial Advisors.

Full Tertiary Qualification acknowledged by the FSCA is essential (i.e. BCom)Post Graduate in Financial Planning will be advantageousCertified Financial Planner Status (& Membership through FPI) will be advantageousBe fully bilingual (English & Afrikaans)Drivers License and Own Reliable Vehicle EssentialClass of Business : Long Term Insurance (if DOFA date is after 1 April )Class of Business : Pension Fund Benefits (if DOFA date is after 1 April )Class of Business : Investments (if DOFA date is after 1 April )Class of Business : Long- & Short-Term Deposits (if DOFA date is after 1 April )Class of Business : Health Service Benefits (if DOFA date is after 1 April )Proven Track record of relevant Continuous Professional Development (CPD) in the previous and current CPD cyclesProduct Specific Training Certificates of all products previously marketed and or worked withComputer skills and knowledge (especially of Word, Excel, Outlook, Internet) and knowledge of operation of standard office equipmentKnowledge of clerical and administrative procedures and systems, such as filing and proper record keepingKnowledge of principles and practices of basic office / administrative managementLife Assurance products Know the different types of insurance products, limits and restrictions.

Tax implications and benefits How tax will be applied in the event of retirements / death / disability; fringe benefits and when benefits will be tax deductible.

Investments - Know and understand how to read market movements / fluctuations; income revisions and portfolio rebalances / switches).

Commission structures Different commission applies to different products therefore it is vital that the correct commission is applied.

Know the difference between the maximum and minimumStaff Solutions inception commenced in by Michelle Tuck, who has a B.

Com in Industrial Psychology. She, together with her team of professional consultants, have extensive experience and in-depth knowledge of the recruitment process and company dynamics.

Eric Tuck heads up the Temporary Employment division and tends to the Technical Recruitment specifications.As Staff Solutions has become the recruitment agency of choice in the Eastern Cape,.

  • Certified Financial Planner / Paraplanner
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