Broker Assistant and Paraplanner

Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

To provide quality and compliant quotes, proposals and Records of Advice for
Financial Planners, ensuring the content of the plan is relevant, valuable and
appropriate for the client.
Must be competent in product structures, financial
advice strategies and industry regulations, and be well-informed on products and services available in the market.

Responsibilities

Document Preparation
Prepare moderately complex documents using a variety of computer applications such as Microsoft Office. Also responsible for gathering and summarising data for reports.
Research
Researching existing and potential replacement products to prepare the most
appropriate recommendations for the client in an advice document or proposal, such as: Product comparisons, insurance analysis...