Senior Paraplanner - Johannesburg
Outline
- Senior Paraplanner
- 5 years + in SA paraplanning
- Experienced person in working with advisors to manage their back office planning needs and generate income
- Ideally a book of clients of their own
- Based in Eagle Canyon offices
- RE5 required
- Experience in the SA space across the likes of 91, Discovery, AllanGray and other
- Must be capable and have experience of being able to take the client from 2nd meeting to quotation to proposal to signing to documents to payout to servicing
Role
- To monetize the book - assist senior executive advisors to manage and farm their book.
- To complete quarterly reviews with select clients via teams or face-to-face
- To complete quarterly reports for the clients
- Prospective clients: To complete a FNA report, source quotes and prepare presentations
- Well-versed in excel, word and all Microsoft products
Offer:
- R20k salary + 5% override and incentive targets