PARAPLANNER - BELLVILLE

Recruiter:

HR Genie

Job Ref:

2625A EWB PARA

Date posted:

Tuesday, May 13, 2025

Location:

Bellville, South Africa

Salary:

Market related

SUMMARY:
To assist in the implementation of clients' financial planning and investment instructions.

POSITION INFO:

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:

Skills:

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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