PARAPLANNER - PRETORIA

SUMMARY:
To assist the Wealth Planners / Financial Advisors / Wealth Managers

POSITION INFO:

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 skils and the ability to liaise with stakeolders. 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 client’s 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 client’s estate and current investments, and recommend suitable investment vehicles.

People

• 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.