Position Description

Title: Paraplanner and Administrator
Location: Fourways

Position Purpose:

Our client, based in Fourways, whom are in the Insurance industry, are seeking an experienced PARAPLANNER to join their team to assist established Financial Planners in tasks that go beyond only administrative duties.

Minimum Requirements:

• Matric
• Must have experience in Microsoft Office
• Xplan CRM package (highly advantageous)
• Discovery Insurance experience highly beneficial

Duties and Responsibilities and Performance Outcomes:

• Work directly for the main Planner within a Team of Financial Planners
• Attend client meetings with experienced qualified financial advisors.
• Prepare notes and attend to delegated action items within time frames agreed.
• Review client files and prepare quarterly or half annual written reviews to be sent electronically to clients.
• Execution of identified client relationship building campaigns (either once-off or ongoing)
• In-House Servicing
• Taking full responsibility for all outstanding business and following up on a daily basis - Assessing which cases are taking a longer than accounted for period to acceptance and the reason for delays.
• Liaise with clients where requirements are delaying the acceptance process. Feedback must be prepared and ready on a daily basis and given to the Broker/s when requested.
• Escalate any problem cases to Management.
• Check that commissions are paid and commission stats up to date
• Check all Brokers diaries are up to date and sufficient traveling time has been allocated. Ensure portfolio is then prepared and 100% correct, using the Astute download
• Make notes of any of your own suggestions/shortfalls or any other relevant information which needs to be discussed with the Broker.
• Check the spread of activates between each Team member so that each has the correct allocation percentage and keep the stats up to date on a weekly basis
• Client Files – Ensure that loading of new Files and applications are correct and that files are updated correctly on review and review calls.
• Ensure that the Team are calling for reviews timeously,
• Allocate any arrear review calls to Team Members.
• Preparation of Buy & Sell quotations, documentation and assistance with the Presentation
• Buy & Sells (Ensure that an activity is created for every company and related client – ensure that the Broker reviews the Buy & Sell at least once per annum)

SKILLS REQUIRED:

• Data gathering
• Research
• Financial plan compilation and analysis
• Practice management
• Campaign management
• Ongoing client service
• Public relations
• Excellent communicator and have a good sense of interpersonal dynamics.

Package on Offer:

• Basic salary highly negotiable based on qualifications and experience
• Incentives for activities
• Uniforms