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Pretoria: PARA-PLANNER – PRETORIA

Pretoria: PARA-PLANNER – PRETORIA

Posted on 2025-04-24 00:00:00

Employer Unspecified
Category Accounting / Finance
Location Tshwane  / Pretoria

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: None 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 clients 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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