Para-Planner
Pretoria

Employment Permanent
Purpose statement To assist the Wealth Planners / Financial Advisors / Wealth Managers in the implementation of clients’ financial planning and investment instructions by compiling investment and retirement proposals.
Position in the organisation Reports to:
Managing Director

Responsibilities
- Consolidate and summarise 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
- Analyse & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return
scatterplots, risk correlation tables etc.
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People
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 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)
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Process
3 Business days lead time in preparation of investment reports / proposals for Financial Advisors

Job Evaluation Criteria 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:


Critical Competencies
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)

Skills
- Excellent report writing skills (written communication skills)
- Attention to detail / accuracy
- Analytical / technical
- Knowledge of Investment products and tax
- Computer Literate (Excellent Excel and Word skills)
- Self-driven and innovative
- Initiative and proactive
- Time Management
- Enthusiasm and drive
- Result driven
- Service delivery
- Team player
- Attention to detail
- Accuracy

Only short-listed candidates will contacted.