Assistant To The Financial Advisor (Paraplanner)
Express Employment Professionals
Gauteng, South Africa
2d ago
source : findojobs-za

Prominent Financial Advisors in Centurion is looking for an Assistant to the Advisor. The company is looking for someone to suit their specific company culture which can be described as an inviting, friendly and ethical culture.

Prepare a Financial Needs Analysis Requesting information and needed documentation for the Financial Needs Analysis from clients Identify existing clients whose portfolios needs reviewing Manage and coordinate the Advisor’s diary Recording all activities on the Client Management System Give attention to Policy Services (Premium Warnings, cancellations, claims etc.

Screen and direct all incoming calls Handle telephone queries where relevant Receive and welcome visitors

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