Para-Planner
Para-Planner
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1 Vacancy
Job Description
Description
Responsibilities
Consolidate and summarize all client policies and investments
Perform financial projections and identify potential tax implications
Prepare detailed cash flow analyses to ensure income sustainability
Identify appropriate investment vehicles and structures
Determine client capital and income needs in scenarios such as death disability severe illness or retirement
Assess capital/income shortfalls
Analyze and compare local and offshore unit trust funds (CIS)
Generate investment performance graphs asset allocation reports riskreturn scatterplots and risk correlation tables
People Interaction
Collaborate with internal and external stakeholders including:
Wealth Planners / Financial Advisors
External brokers
Investment consultants from life and asset management companies
Administrative Support
Advise Wealth Planners on investment opportunities and tax considerations
Draft comprehensive financial reports including cash flows asset allocations and annexures
Support Wealth Planners postpresentation as needed
Conduct research on investment portfolios and performance
Recommend suitable products and investment structures
Monitor legislative changes and investment trends
Prepare adhoc risk cover reports if requested
Analyze investments (e.g. unit trusts shares)
Ensure reports and proposals are completed within 3 business days
Requirements
- Bachelors degree in Finance Accounting or Investment Management (essential)
Proficiency in Afrikaans and English (written and verbal) - Postgraduate Diploma in Financial Planning (CFP) (advantageous)
- No prior experience required
- Proficiency in Microsoft Windows (advanced Excel)
- Financial modeling in Excel
- Familiarity with Morningstar Moneymate Spotlight Investor Futuresight and portfolio tools from asset managers
- Strong report writing and written communication skills
- Proficiency in Afrikaans and English (written and verbal)
- Excellent attention to detail and accuracy
- Strong analytical and technical aptitude
- Knowledge of investment products and tax implications
- High computer literacy (Excel and Word)
- Selfdriven proactive and innovative
- Strong time management enthusiasm and results orientation
- Commitment to service delivery and teamwork
Benefits
Marketrelated salary
Contact Hire Resolve for your next careerchanging move today
- Apply for this role today contact Gustav Vogel at Hire Resolve or on LinkedIn
- You can also visit the Hire Resolve website: or email us your CV:
- Please use ParaPlanner as your subject line when applying via email
We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable we will put your CV on file and contact you regarding any future vacancies that arise
Package & Remuneration
About Us
Engineering Recruitment Agency in South Africa focusing on the following disciplines:
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Employment Type
Full-Time
