About the position
Discovery Paraplanner | Quality Control | Junior Insurance Administrator Location: Randburg Paraplanners - Discovery Experienced Quality Assessor - Discovery experienced. This person should ideally have experience as a paraplanner or in a compliance role, preferably with Discovery experience as they will need to understand the product and what is required for the different transactions, what to look for etc. Junior Administrator - Discovery Experienced
Reporting to: Head of Operations
Remuneration: Market related subject to experience and qualifications.
Work with a group of highly productive Financial Advisers and support staff with one of Discovery's largest franchises. We have an ongoing need for support staff with Discovery experience in our team.
See roles available below!
The ideal candidate for this role has Discovery product accreditation and Financial Planning experience. The role requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance.
Remuneration: Market related
Desired Qualification:
The QA will be responsible for checking all compliance documents, applications, quotes and supporting documents for any discrepancies, omissions, errors, or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed.
Preferred Qualification:
The ideal candidate for this role is organised in terms of their workload planning and priorities. They have experience with Discovery products and programs.
Duties include:
Desired Skills:
- Discovery
- Financial Planning
- Inurance
- Administration Financial Services
- broker
- paraplanning
- life insurance
- Quality Control
- Brokarage
- Financial Adviser
- Compliance
About The Employer:
Discovery Brokers
