Description:
A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry.
Your:
Education
A financial qualification is essential (e.g. B Com finance, accounting, investment management); A Post Graduate diploma in Financial Planning; CFP® designation is essential.Experience Required
Minimum of 3 years relevant experience; Proficient in Afrikaans, both written and verbal communication.Knowledge
Proficient on Microsoft Windows (advanced level in Excel); Building financial models in Excel; Estate Planning tax and regulation.will enable you to fulfill the following duties:
Responsibilities (Investment Planning)
Consolidate and summarise all client assets (policies, investments & properties); 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.Responsibilities (Estate Planning, Risk Planning & Business Insurance)
Consolidate and summarise all policies, investments & assets and liabilities at death, disability or severe illness; Consolidate all income and capital needs of the client at death, disability or severe illness; Calculate tax and duties payable at death; Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; Determine additional cover needed; Prepare the necessary risk proposal for disability and severe illness which compares the provisions with the shortfall; Determine capital / income shortfall or surplus at death and can make the appropriate recommendation; Business Assurance - including Buy-and.-sell agreements, credit/debit loan accounts, contingent Liability, keyperson assurance and. Deferred/Preferred compensation; Calculate company values where necessary.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
10 Mar 2025;
from:
gumtree.co.za