FANANCIAL PLANNER

Our client, a well‑established group of companies, is looking for a financial planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation.

Education

• A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;
• An Advanced diploma in Estate Planning would be advantageous.

Experience Required

• More than 3 year Estate Planning experience.

Knowledge

• Proficiency in Microsoft Windows, with advanced skills in Excel;
• Experience with Elite Wealth;
• Strong analytical skills, including the ability to determine appropriate data placement in an analysis and identify errors accurately.

Skills

• Proficient in English and Afrikaans;
• Analytical / technical.

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 client’s capital and income needs in the event of death, disability, severe illness, or retirement.
• Determine potential capital and income shortfalls.
• Analyse the client’s 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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