PARAPLANNERCAPE TOWN - PRETORIA

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. It 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.

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

Administration

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

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

People

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