Paraplanner

2 months ago

Bryanston, South Africa RMM Full time

Client communication - written and spoken
Management of Claire and my to-do lists
Overall project management to ensure that all Family Projects are scheduled and completed on timeMust have been supervised or completed their supervision or been exposed to the following (or most of) license categories:
Ø Long Term Insurance : Category A

Ø Long Term Insurance : Category B1

Ø Long Term Insurance : Category B2

Ø Long Term Insurance : Category C

Ø Retail Pension Benefits

Ø Pension Funds Benefits (excluding retail)

Ø Securities and Instruments : Shares

Ø Securities and Instruments : Money market instruments

Ø Securities and Instruments : Debentures and securitised debt

Ø Securities and Instruments : Warrants, certificates and other instruments

Ø Securities and Instruments : Bonds

Ø Securities and Instruments : Derivative instruments

Ø Participatory interests in Collective Investment Schemes

Ø Deposits Defined in the Banks Act - exceeding 12 months

Ø Deposits defined in the Banks act - 12 months or less

**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 ParaplannerHave 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
MaturityAbility to see past the obvious
Suitable chemistry with both Claire and I 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

**Job Types**: Full-time, Permanent

**Salary**: R35,000.00 - R45,000.00 per month

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