Executioner/ Paraplanner

Introduction

A leading company within the financial services sector, based in East Rand is looking for an Executioner.

The Executioner is responsible for implementing all client instructions accurately and efficiently after the advisor meeting, ensuring that submissions are complete, tracked, followed through, and communicated back to both the advisor and the client.

Duties & Responsibilities

The Executioner is responsible for implementing all client instructions accurately and efficiently after the advisor meeting, ensuring that submissions are complete, tracked, followed through, and communicated back to both the advisor and the client.

Practical responsibilities

Pre-submission

• receive and interpret advisor instructions


• review meeting outcomes and notes


• check supporting documents


• prepare provider-specific paperwork


• ens...