Pretoria: PARAPLANNER – PRETORIA posted by HR Option
Posted on 2025-07-06 00:00:00
Job Summary
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:
- Minimum of two years of experience in the Financial Services sector.
Skills:
- Excellent report writing skills (written communication skills)
- Proficient in Afrikaans and English, both written and verbal communication
- Attention to detail / accuracy
- Analytical / technical
- Knowledge of Investment products and tax
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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