PARAPLANNER - CAPE TOWN

Hr GenieCape Town, Western Cape, South Africa

2 days ago

Job description

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeholders.

Education

A financial qualification is essential (e.g. B Com finance, accounting, investment management);
A Post Graduate diploma in Financial Planning (CFP) would be advantageous;
An Advanced diploma in Estate Planning would be advantageous.

Experience Required

More than 1 year Estate Planning experience

Knowledge

Proficiency in Microsoft Windows, with advanced skills in Excel;

Experience with Elite Wealth.

Skills

Proficient in English and Afrikaans;

Excellent report writing skills (written communication skills);

Attention to detail / accuracy;

Analytical / technical

will enable you to execute the following duties :

Responsibilities

Consolidate and summarize all policies and investments.

Prepare required financial calculations.

Highlight the tax implications in the event of death or on risk benefits.

Prepare comprehensive estate and risk analyses.

Identify appropriate investment vehicles and structures to minimize estate duty.

Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.

Determine potential capital and income shortfalls.

Analyse the clients estate and current investments, and recommend suitable investment vehicles.

People

Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)

Administration

Advise Wealth Planners on investment options and tax implications at death.

Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.

Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.

Recommend suitable products and investment structures.

Monitor and track relevant legislation applicable to estate planning.

Prepare ad hoc risk cover reports when requested by the Wealth Planner.

Process

3 Business days lead time in preparation of investment reports / proposals for Financial Advisors

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Cape Town Cape • Cape Town, Western Cape, South Africa

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