Paraplanner/Administration clerk - Life Insurance industry

Compliance checks, Filing and submission, Must be able to work with @Work, Microsoft Suite, Astute, Signing Hub. New Business processing, Application Preparation, Client information/onboarding, In House servicing, taking full responsibility for all outstanding business and following up on a daily basis, Liaise with clients, check that the Consultant's diary is up to date and sufficient travelling time has been allocated. Ensure that portfolio is then prepared and 100% correct using the Astute download. Preparations of Buy and Sell Agreements, quotations, documentation and assistance with the presentation. Attend meetings with consultant. Review client files and prepare annual reviews with them. Assist the consultant with all administrative issues. Helping consultants attend to implementing new wills and service existing wills, Assist consultant with onboarding of new clients both digitally and with paperwork. Attend to all new business and servicing cases. Must be reliable, tolerant and determined. Must have Matric and any other NQF qualification will be a bonus
Salary will be negotiable dependent on experience and work ethic. Consultant would prefer a non-smoker. The salary will be R15000 - R20000 monthly. Must have own car and a drivers licence.