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PARAPLANNER - CAPE TOWN

23 hours ago9 views
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General Details
Location:
Bo-Kaap, Cape Town
Advertised By:Agency
Company Name:Job Placements
Job Type:Full-Time
Description

An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skils and the ability to liaise with stakeolders. Your:

Education:

  • A financial qualification is essential (e.g. B Com finance, accounting, investment management);
  • A Post Graduate diploma in Financial Planning (CFP) would be advantageous;
  • An Advanced diploma in Estate Planning would be advantageous.

Experience Required:

  • More than 1 year Estate Planning experience

Knowledge:

  • Proficiency in Microsoft Windows, with advanced skills in Excel;
  • Experience with Elite Wealth.

Skills:

  • Proficient in English and Afrikaans;
  • Excellent report writing skills (written communication skills);
  • Attention to detail / accuracy;
  • Analytical / technical

will enable you to execute the following duties:

Responsibilities:

  • Consolidate and summarize all policies and investments.
  • Prepare required financial calculations.
  • Highlight the tax implications in the event of death or on risk benefits.
  • Prepare comprehensive estate and risk analyses.
  • Identify appropriate investment vehicles and structures to minimize estate duty.
  • Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.
  • Determine potential capital and income shortfalls.
  • Analyse the clients estate and current investments, and recommend suitable investment vehicles.

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 investment options and tax implications at death.
  • Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.
  • Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.
  • Recommend suitable products and investment structures.
  • Monitor and track relevant legislation applicable to estate planning.
  • Prepare ad hoc risk cover reports when requested by the Wealth Planner.

Process:

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

https://www.jobplacements.com/Jobs/P/PARAPLANNER-CAPE-TOWN-1245790-Job-Search-12-9-2025-10-30-48-PM.asp?sid=gumtree
Id Subtitle 1344224275
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Job Placements
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