Para-Planner (Stellenbosch)

**Para-Planner**
**R300K**
**Stellenbosch**
**Responsibilities**:
- Client Relationship Management
- Investment analysis and proposal
- Gather Policy information
- Research product information
- Calculate tax/legal implications of investments
- Cash flow and performance calculations
- Pre-Retirement planning calculations
- Report new business statistics
- Prepare investment review appointments
- Keep track of assets under management
- Maintain CRM system
- Rebalance and maintain existing portfolios
- Prepare and distribute monthly/quarterly statements
**Minimum requirements**:
- Completed Bachelor of Commerce in Finance - such as BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences / Investment Management) or BCom (Economics)
- 3 year’s relevant work experience within the financial industry with policy, systems and financial product knowledge