1) Manage the investment consultants and junior paraplanners
2) To assist financial advisors with investment proposals
3) Provide investment support to financial advisors
Reports to:
Managing Director

Subordinate
Junior Para-Planners
Investment Consultants

- Assist with the coordination and implementation of the paraplanning processes and procedures.
- Manage all aspects relating to paraplanning and advisory services support
- Provide support in the development and implementation of new products, systems and services, related to the paraplanner hub.
- Undertake highly technical analytical work.
- Propose solutions and draft financial recommendations that meet each client’s goals, needs and objectives.
- Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation.
- Keep up to date with industry product development.
- Improve the current financial planning documents and tools
- Provide investment support to financial advisors
- Analyse & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc.
- Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers and Investment Consultants from Life and Asset Management Companies)
- Manage the para-planning team
- 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)
- 3 Business days lead time in preparation of investment reports and portfolio analysis for Financial Advisors
Education:
- Post Graduate diploma in Financial Planning (CFP)
- A financial qualification is essential (e.g. B Com finance, accounting, investment management)

Experience Required:
- At least 3-5 years’ experience within a financial services environment, specifically with the focus on Investments

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)
- Understand the financial planning and tax environment
- Understand financial services and products
- Understand investments and portfolio construction

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