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 skills and the ability to liaise with stakeohlders. 

Education:

Experience Required:

Knowledge:

Skills:

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.
• Analyse the client’s estate and current investments, and recommend suitable investment vehicles.

People:

Administration:

Process: