Paraplanner

2 weeks ago

Bryanston, South Africa RMM Full time

Responsibilities:

Client administrationClient communication - written and spokenManagement of to-do listsOverall project management to ensure that all projects are scheduled and completed on time

Requirements:

  • Must comply with all the Fit and Proper requirements as set out in the FAIS Act:
  • Must have passed the CFP examinationsMust have passed the RE 5 FAIS examination
  • Be detail orientated & have a passion for administrative work
  • Have at least three years' experience in a financial services company as a Paraplanner
  • Have a working knowledge of the FAIS & FIC Act
  • Must have a good track record and be comfortable dealing with wealthy clients/families
  • Be comfortable working independently as well as within the ambit of a team
  • Have loads of energy & initiative
  • Maturity
  • Ability to see past the obvious
  • Suitable chemistry with management to create significant synergies
  • Incredible work ethic
  • Is not phased by challenges
  • Above average financial services industry knowledge
  • Loads of common sense
  • Incredibly detailed focused
  • Great organisational and project management skills
  • Unique skill to see both the big and small picture
  • Good management skills as well
Must have been supervised or completed their supervision or been exposed to the following (or most of) license categories:

Long Term Insurance :
Category A

Long Term Insurance :
Category B1

Long Term Insurance :
Category B2

Long Term Insurance :
Category C
Retail Pension Benefits
Pension Funds Benefits (excluding retail)


Securities and Instruments :
Shares


Securities and Instruments :

Money market instruments
Securities and Instruments :
Debentures and securitised debt

Securities and Instruments :
Warrants, certificates and other instruments


Securities and Instruments :
Bonds


Securities and Instruments :
Derivative instruments
Participatory interests in Collective Investment Schemes
Deposits Defined in the Banks Act - exceeding 12 months
Deposits defined in the Banks act - 12 months or less

Job Types:
Full-time, Permanent

Pay:
R30 000,00 - R35 000,00 per month

Experience:

  • Paraplanning: 2 years (required)

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