SUMMARY:
Compiling investment and retirement proposals.
POSITION INFO:
A well know leader in the financial industry got a Paraplanner position available:
DUTIES:
- Summarize client portfolio reports.
- Analyze investment income sustainability using mechanisms such as cashflow analysis.
- Analyze investment & risk solutions relative to client needs & objectives to address shortfalls and manage risk.
- Quantify estate liquidity requirements.
- Identify appropriate investment vehicle and structure.
- Identify, analyze and compare investment data (risk, asset classes, sector allocation etc).
- Research investment portfolios and investment performance and provide recommendations on appropriate investment solutions.
- Compile proposals for new and existing clients.
- Keeping abreast of the changing tax and legal environment.
- Maintain and develop client relationships.
SKILLS:
- Dependable
- Excellent communication skills, verbal and written
- Attention to detail
- Ability to think out of the box
- Follow oral and written instructions
- Must be proficient in English and Afrikaans
EDUCATION AND EXPERIENCE:
- Formal Education, Matric
- Tertiary qualification - Degree in Financial Planning / Financial Field is advantageous
- Preference will be given to candidates with CFP or studying towards becoming a CFP
- Two years experience in a financial planning environment
