PARAPLANNER - PRETORIA

• 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)

• 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.

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

• 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: