Financial Adviser Assistant

About the position

Qualifications : RE exams and NQF5 or industry related degree preferable

Requirements: 3-5 Years Discovery systems and product experience

ROLES AND RESPONSIBILITIES: Paraplanner

Staying up to date on product changes and enhancements Staying up to date on the financial planning industry and new trends Client Information gathering Consolidating and re-structure of a client's existing portfolio Compiling a financial needs analysis based on information gathered

Ability to plan across all product lines including:
o Life
o Disability
o Severe Illness
o Income Protection
o Retirement
o Investment goals

Job Description

The Employee is responsible for, but not limited to the following tasks:
New business/New client
1. Extracting all information from new business file provided by the broker and
inserting information into Discovery Smart advice, with the view of completing a
comprehensive FNA.
2. Performing an Astute download and portfolio analysis.
3. Run comparative quotes with the view of moving all clients to Discovery. These are
to include our house view on all investment fund selections as well as from a risk
product perspective.
4. Preparation of a file to present to a client, this file must include:
A. Analysis of clients existing portfolio
B. Comparative quotes with Discovery Life, Discovery Invest, Discovery Insure and
Discovery Health.
C. All relevant tools to illustrate performance of products or the workings of technical
aspects of the product in question.
D. All relevant paid-up quotes for replacement of investment products as well as fully
drafted Section 14 documentation.
E. A summary of products detailing the benefits of the proposal.
F. A fully completed compliance pack with detailed record of advice to clients.
G. Fully completed cancelation letters should they be required.
H. Life, Health, Investment, and short-term insurance broker appointments. If they are
Discovery products then the broker appointment is to be for the broker, should the
policies are not at Discovery then appointment forms to internal department.
I. Full review of fund choices within the client's portfolio.
J. Broker has a maximum one-week turnaround time on presenting to the relevant
new business client

Key Traits
-Time management and workflow must be impeccable -Must be detail orientated, conscientious, and organised
-Adaptability. Must be able to work with a panel of different Advisors -Discovery product knowledge required -Discovery system experience needed

Desired Skills:

• Paraplanning
• Insurance
• investments
• Financial Planning
• Financial Analysis
• record of advice
• Compliance
• broker support
• retirement planning
• Personal Financial Planning
• Discovery
• Financial Planning Administration

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Certificate

About The Employer:

Discovery Brokareage