Your financial qualification is essential (e.g. B Com finance, accounting, investment management) - A Post Graduate diploma in Financial Planning (CFP) would be beneficial, and experience in Critical Competencies 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 clients 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.
- Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)
- 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 / proposals for Financial Advisors
