A well established Insurance company is looking for a qualified and experienced Para Planner to join their team. Candidate must come from the Insurance Industry.
Preparation of Records of Advice for both Local and Offshore Investments, Long-Term Assurance and Short-Term Assurance (Health & Short Term Insurance).
Preparation of Financial Plans (Death, Disability and Retirement).
Investment Portfolio and Underlying Fund Investigations and formulating of own ideas for recommendations.
Client portfolio investigations (health, investment, risk and short term insurance products).
Identifying business opportunities within current client base.
Keeping abreast of the changing tax and legal environment.
Keeping abreast of updated product information.
minimum Postgraduate Diploma in Financial Planning or Certified Financial Planner –CFP.
Able to handle both Local and Offshore Investments.
Long-Term Assurance and Short-Term Assurance (Health & Short Term Insurance).