PARAPLANNER

• Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
• Good understanding of the tax implications of the various investment options available
• Thorough understanding of features and appropriateness of various products: Presentation Funds, Retirement Annuities, Annuities, Endowments, Life and Disability Assurance Policies, Unit Trusts, Trusts
• Ability to provide Estate Planning advice and prepare standard Wills
• Servicing of clients with single and multiple investments.
• Annual review of clients’ investments

Compiling review reports, new business reports and proposals to the satisfaction of the wealth manager to ensure the provision of the requisite practice support.

Assist the other report writers and WM''s when and where required.

Client Book Management for clients managed by the wealth manager