Please login/register to apply for this job.
14 Sep 2022

Permanent New Job for Para-Planner Wanted Urgently

TWK Agri – Posted by linkjob24 Mbombela, Mpumalanga, South Africa

New Job for Para-Planner Wanted

Job Description

New Job for Para-Planner Wanted Urgently

Area/Location: Mbombela, Mpumalanga, South Africa

Job Type: Permanent

Company/Employer: TWK Agri

Job Title: Para-Planner

Job Salary: Market Related

Ending Date: 14 October 2022


Main Descriptions

Our client is urgently hiring for Para-Planner to join the team urgently.

Duties and Responsibilities:

  • To prepare and maintain client files including compliance paperwork, client risk profiles
  • To 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
  • To prepare information/comparisons for analysis
  • To consider current and future allocation of assets for investment strategy
  • To prepare draft recommendation reports
  • To prepare suitable correspondence with the agreed recommendations
  • To 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
  • To establish and build strong relationships with clients and attend client meetings with planner/advisor if required
  • To organize review meetings with client
  • To review investment portfolio, asset allocation, risk profile, etc.
  • Send planning figures to client for update and revision in preparation for next meeting
  • To initiate review meetings with clients

Qualifications and Skills:

  • Matric / Grade 12
  • Must be computer literate
  • Must have relevant BCom Degree and/or Certificate in Financial Planning
  • Must have 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

New Job for Para-Planner Wanted Urgently

New Job for Para-Planner Wanted Urgently


Job Categories: Planner. Job Types: Permanent. Job Tags: admin clerk vacancies at saps, admin clerk vacancies at schools, admin clerk vacancies in gauteng, admin clerk vacancies in government, administration clerk vacancies in government, afrox driving jobs, airport ground staff vacancies, airport jobs with no experience, airport vacancies, amazon jobs, amazon warehouse jobs, bidvest driver jobs, bidvest security vacancies, boxer email address for job application, boxer hiring, boxer job application form, boxer jobs apply online, boxer jobs in limpopo, boxer jobs near me, boxer part time jobs for students, boxer whatsapp number for jobs, cape town international airport vacancies, cashier jobs at clicks, cashier jobs in pretoria, cashier jobs monday to friday, cashier jobs monday to friday in johannesburg, cashier jobs near me, cashier vacancies at woolworths, ccba vacancies, checkers, civil engineering jobs in durban, cleaner general work, cleaning, coca-cola beverages africa vacancies, coca-cola general workers vacancies, coca-cola job application online south africa, coca-cola phoenix durban vacancies, coca-cola recruitment email address, coca-cola vacancies, coca-cola vacancies south africa, companies that hire civil engineers in south africa, company looking for drivers, company looking for drivers in johannesburg, customer service receptionist, diploma in civil engineering jobs in south africa, dischem warehouse jobs, domestic housekeeping jobs, domestic jobs available in sandton, domestic jobs near me, domestic jobs whatsapp, domestic workers needed urgently, driver general, electrical engineering jobs in south africa, engineering jobs in africa, engineering jobs in demand in south africa, engineering jobs in durban, engineering jobs in gauteng, engineering jobs in south africa for foreigners, engineering jobs johannesburg, eskom careers learnership, eskom civil engineering vacancies, eskom job for grade 11, eskom login vacancies, eskom vacancies, eskom vacancies 2022 mpumalanga, eskom vacancies lephalale, eskom vacancies registration, factory and warehouse jobs, full time domestic worker jobs, garage cashier jobs, general jobs in gauteng without experience, general jobs in jhb no experience, general worker jobs at coca-cola, general worker jobs in gauteng, general worker jobs in johannesburg, general worker jobs in johannesburg 2022, general worker needed urgently, general worker no experience, general worker vacancies in government, general worker vacancies in government 2022, general workers jobs in gauteng, general workers jobs in isando, general workers recruitment agency, government, government cashier vacancies, government retail admin, government security, grade c, graduate civil engineering jobs, housekeeper jobs with accommodation, housekeeping jobs in hotels, housekeeping jobs in sandton, housekeeping jobs in umhlanga, housekeeping jobs near me, housekeeping vacancies, how to get domestic job quickly, i need a security job now, indeed, jmpd security vacancies, junior civil engineering jobs in south africa, king shaka airport vacancies, latest general clerk jobs in south africa, learnership, live in domestic jobs, live in housekeeper vacancies, makro packer vacancies, mechanical engineering jobs in south africa, mining jobs in rustenburg without experience, mining jobs in south africa, mining jobs in south africa no experience, mining jobs with matric only, mining vacancies how do i get a job in the mines, municipality driver jobs, municipality security guard jobs, no experience, no experience - learnership - pick n pay, or tambo airport jobs no experience, or tambo airport vacancies, or tambo international airport jobs, packer jobs at pick n pay, part time, part time driver, part time packer jobs near me, pick and packer jobs near me, pick n pay, picker and packer jobs, pickers and packers jobs in gauteng, post office driver vacancies, prasa security vacancies, recruitment agencies for general workers in johannesburg, retail driver, sab general worker jobs, sasol careers, school clerk jobs admin clerk vacancies at saps, security general worker, security guard, security manager security vacancies, security officer, security vacancies, security vacancies in governmentgrade c security jobs in gauteng, shelf packer jobs near me, shoprite, spar, transnet internships, transnet jobs application forms, transnet jobs for grade 12, transnet jobs in durban no experience, transnet recruitment process, transnet vacancies, transnet vacancies for general workers, transnet vacancies richards bay, twk agri salary, twk agri vacancies, twk ixopo vacancies, twk piet retief vacancies, twk pietermaritzburg vacancies, twk vacancies, twk vacancies twk municipality vacancies, unskilled mining jobs available, urgent civil engineering jobs, urgent driver jobs, vacancies in civil engineering companies, vacancies in mining industry, vkb bethlehem vacancies, vkb branches, vkb driver jobs, vkb frankfort vacancies, vkb grainfield chickens vacancies, vkb jobs harrismith, vkb online applications, vkb vacancies, warehouse jobs in gauteng pnet, warehouse jobs pretoria, warehouse jobs without experience, warehouse packer job description, warehouse packer job description for resume, warehouse packer jobs, warehouse packer jobs near me, warehouse packer salary, warehouse packer target, warehouse recruitment agency near me, warehouse vacancies in durban, weekend domestic jobs, woolworths warehouse vacancies, and workforce driving jobs.


153 total views, 2 today

Apply for this Job