Para-planner - Insurance, Mbombela

  • Mbombela
  • Salary: Market Related
  • Job Type: Permanent
  • Sectors: Agriculture, Fashion
  • Posted by Insurance on Tuesday, September 10, 2019
  • Reference: 8525
  • Apply before Wednesday, October 9, 2019 - 23 Days left

Vacancy Details

Employer: Insurance

TWK Agri has the following vacancy available: Para-planner within the Insurance Department at Nelspruit, Mpumalanga.

Responsibilities and Duties

  • Prepare and maintain client files including compliance paperwork, client risk profiles

  • Discuss client objectives with planner/advisor

  • Preparing recommendations by identifying areas for planning, undertaking research to identify suitable solutions to meet the client’s needs

  • Prepare information/comparisons for analysis 

  • Consider current and future allocation of assets for investment strategy 

  • Prepare draft recommendation reports 

  • Prepare suitable correspondence with the agreed recommendations

  • Make changes to clients’ investments as instructed

  • Implement the chosen investment strategies

  • Be a point of contact and deal effectively with queries from clients and other parties through effective communication

  • Establish and build strong relationships with clients and attend client meetings with planner/advisor if required

  • Organise review meetings with client

  • Review investment portfolio, asset allocation, risk profile, etc.

  • Send planning figures to client for update and revision in preparation for next meeting

  • Initiate review meetings with clients

Qualifications and Skills

  • Matric / Grade 12

  • Computer literate

  • Relevant BCom Degree and/or Certificate in Financial Planning

  • Excellent inter‐personal skills, both written and verbal

  • Ability to multi‐task and prioritise effectively

  • Good report writing skills

  • Ability to work independently and in a team

Apply before Wednesday, October 9, 2019 - 23 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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About Insurance

In June 1940, 52 members of the Piet Retief Wattle Growers and Timber Association, with a total membership of 114, and owning over 40 000 acres (16 000 ha) of wattle plantations, met with the aim of registering their association as a co-operative. The Transvaal Wattle Growers Co-operative Agricultural Company Limited was registered on 21 June 1940.

Our mission is to deliver value-adding products and services to the agricultural and related industries and to the communities in which we operate.

At TWK, we ensure that we achieve sustainable growth in whatever we do.

TWK strives towards being the employer of choice. We treat our employees fairly and with respect. We remunerate employees on a competitive level and provide a safe and healthy work environment. TWK believes it is our responsibility to maintain a fair, equitable, and positive work environment for all employees, in support of the vision and mission of the TWK Group of companies. We believe that the success of the TWK Group, and its ultimate value, is primarily dependent upon its people, and that the development of the greatest potential for each employee will create job satisfaction and career opportunities for individuals and provide maximum benefit to the group.

The Human Resources Division specifically focused on skills development the last couple of years. TWK offers various courses and training, as well as bursary initiatives. TWK received an excellence award from the AgriSETA for the Leading Employer : Skills Development 2015