About the position
Qualifications required: RE exams and NQF5 or industry related degree 3-5 Years Discovery systems and product experience ROLES AND RESPONSIBILITIES: 1.618 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: -Preparing various quotations based on FNA findings -Replacement analysis and comparisons between existing products and new proposed products. Key Traits Edit job description
Requirements:
3-5 Years smart advice FNA / ROA & compliance experience
o Life
o Disability
o Severe Illness
o Income Protection
o Retirement
o Investment goals
-Assisting Advisor with RAR using analysis above -Completing, documenting, and preparing a financial assessment for the Advisor to present to their client.
-Servicing changes on existing client base -Finalising servicing quotes -Preparing summary for of proposal for review by Advisor and client -Re - iterating the DRO value proposition and need for vitality engagement.
-Receiving, checking, and submitting applications to the PA -Requesting Astutes and transferring information to client policy schedules -Requesting information from external sources where necessary -Assisting Advisor with Record of Advice to ensure completeness and accuracy -Preparing review of clients existing portfolio, making suggestions to Advisor.
-Transferring quotes data to excel and or PowerPoint.
-General reporting and planning as required by Advisors -Liaising with PA and Advisor to ensure that we offer holistic, best advice, financial planning to our clients with excellent client service.
-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 (FAZ, Smart Advice) -Will need to work under pressure at times.
Industry
Staffing & Recruiting
Employment Type
Full-time
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