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PARA-PLANNER - BELLVILLE

PARA-PLANNER - BELLVILLE

HR OptionsBellville, City of Cape Town, South Africa
18 days ago
Job description

Our client with national footprint requires a Para-planner. Your :

Education :

  • A financial qualification is essential (e.g. B Com finance, accounting, investment management)
  • A Post Graduate diploma in Financial Planning (CFP) would be beneficial

Experience Required :

  • None

    • Skills :

  • Excellent report writing skills (written communication skills)
  • Proficient in Afrikaans and English, both written and verbal communication
  • Attention to detail / accuracy
  • Analytical / technical
  • Knowledge of Investment products and tax

    • Knowledge :

  • Proficient on Microsoft Windows (advanced level in Excel)
  • Building financial models in Excel
  • Morningstar, Moneymate, Spotlight Investor, Futuresight, Portfolio tools provided by Asset Management Companies (Financial tools)

    • will enable you to fulfill the following duties :

    Responsibilities :

  • Consolidate and summarize all policies & investments
  • Make necessary projections
  • Highlight different tax implications
  • Prepare the necessary cash flows to ensure sustainability of income
  • Identify the appropriate investment vehicle and structure
  • Identify the client’s capital & income needs in the event of death / disability / severe illness / retirement
  • Determine capital / income shortfalls
  • Analyze & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc.

    • 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 where to invest, and tax implications
  • Drafting of reports including cash flow, asset allocations and adding annexures as per instructions from the Wealth Planner
  • Provide additional assistance to the Wealth Planners after presentation of the report, when necessary
  • Research investment portfolios and investment performance
  • Provide recommendations on various products and investment structures
  • Track relevant legislation and keep up to date on investment solutions
  • Adhoc risk cover reporting (if required by Wealth Planner)
  • Analysis on investment (i.e. unit trusts, shares etc)

    • Process :

  • 3 Business days lead time in preparation of investment reports / proposals for Financial Advisors
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    Paraplanner • Bellville, City of Cape Town, South Africa