Paraplanner - Pretoria

Job Title: Paraplanner
Location: Pretoria:

Purpose:
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.

Key areas of responsibility:
• 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.

People:
• Liaise closely with Financial Planners

Administration:
• Advise Financial 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)
• Client feedback
• Investment administration (New Business, withdrawals, etc.)
• Analysis on investment (i.e. unit trusts, shares etc.)

Process:
• 3 Business days’ lead time in preparation of investment reports / proposals for Financial
Advisors

Education: ·

A financial qualification is essential (e.g. B Com finance, accounting, investment management) Experience Required:
Enrolled for or planning to enrol for Post Graduate diploma in Financial Planning (CFP)

Experience: 2-3 years

Relevant personal attributes:

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) in English and Afrikaans
- 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

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