F & G Sourcing Specialist - KwaZulu-Natal - Our client a reputable name within the Financial Insurance industry requires the services of a Paraplanner to join their dynamic team.Duties and Responsibilities: Gathering customer information and establishing needs.Providing information on company products and services.
Assisting the customer to conclude a financial planning proposal.Ensuring customer satisfaction and regular communication throughout the customer journey.Ensuring that all telephone, email and other modes of communication is efficiently and effectively dealt with.
Ensuring that the highest standard of quality is maintained throughout the customer experience.Accurate capturing of customer information on relevant business systems.Updating customer records as and when required.
Providing management with regular reporting and feedback.Matric CFP® Professional or Postgraduate Diploma in Financial Planning Postgraduate diploma in financial planning, waiting to do Board exams or awaiting results Newly qualified /At least 1 to 3 years experience Salary: Negotiable based on level of experience and qualifications.(Salary range between R16 000 and R23 000 per month) Benefits: Group Life, Group RA, Bonus.
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