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Umhlanga Specialist Financial Advisory firm is searching for an enthusiastic and skilled Financial Paraplanner to join our young dynamic team. Our firm specializes in providing financial advisory services tailored specifically to the healthcare sector, offering a comprehensive range of solutions to our diverse client base. Requirements:- Relevant qualifications in financial planning and short-term insurance advantageous.- At least 2 - 3 years experience in the financial planning industry, specifically short-term insurance.- Knowledge of Sanlam/PPS/MUA as well as Investment product knowledge will be advantageous.- Thorough understanding of current FSCA legislation.- Strong analytical skills to facilitate the identification of needs and the matching of appropriate solutions. FNA/ROA skills.- High degree of client and product provider engagement and communication skills.- Assist in the preparation of financial planning proposals and presentations for clients. Review client accounts and make recommendations for adjustments or enhancements to their financial plans.- Compile and submit advice containers to compliance officers. - Exceptional attention to detail and analytical skills with a structured and planned approach to work.- Sound computer skills Excel, Word, Email and Financial Planning software.Your working hours will be from 8:00am to 5:00pm, starting package from R18 000.00 per month CTC depending on existing qualifications and experience. The position comes with pension fund benefits, travel allowance and medical aid contributions.Due to the sensitive nature of our financial advisory environment and internal security protocols, applicants are requested to include a recent professional photo with their CV for identification purposes. Firm is located in Umhlanga opposite Gateway.To Apply, Email: umhlangafirm@gmail.com All personal information will be handled strictly in accordance with the Protection of Personal Information Act (POPIA) and will be used solely for recruitment and compliance purposes. If you don’t get feedback within two week, consider your application unsuccessful.
Umhlanga
We
are looking to offer applicants with OWN reliable vehicle contracts to provide
services to our team on a FULL TIME OR PART TIME basis or shift rotational
basis (AVAILABLE SHIFTS: days/nights/weekends).
You
MUST have: YOUR OWN reliable, road worthy, with COR, licensed vehicle (fuel
efficient - 1600 engine size or smaller) or reliable motorbike with fitted
delivery box - Android phone and POWERBANK.
We
deliver from over 150 restaurants in PMB. Driver Partners can earn from R2,000
a week PLUS tips - depending on your willingness to work hard and the number of
shifts available and worked.
You
will be a fully licensed driver (NO LEARNERS LICENSE ACCEPTED), English
speaking, punctual, deadlines driven, able to handle pressure, be well
presented, friendly, polite and respectful. KNOWLEDGE OF PMB suburbs critical.
We
do not charge for interviews, do not be scammed by scammers.
NO
INFORMATION WILL RESULT IN NO INTERVIEW.
Background checks will be conducted.
Please
contact us for an interview on 087 365 3683 or Email: tdtpmbhr@gmail.com
Pietermaritzburg
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