Posted on: 01 August 2023
ID 876079

ASSISTANT TO FINANCIAL ADVISOR/PARAPLANNER at HR Options

Responsibilities

Your financial qualification is essential (e.g. B Com finance, accounting, investment management) - A Post Graduate diploma in Financial Planning (CFP) would be beneficial, experience in Critical Competencies and fluent in Afrikaans will enable you to:
  • 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 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
Desired Skills
  • Written communication skills
  • attention to detail / accuracy
  • analytical / technical
Occupation:
Management, human resources jobs


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