Paraplanner

A wealth manager is looking to recruit a Paraplanner who will come alongside the External Relationship Manager as well as the MD and fulfil the new business being taken on, as well as looking after the existing book of clients. This role requires the candidate to work very closely with the Managing Director/Senior Wealth Planner in all facets and stages of the client relationship. The ideal candidate must have passed the CFP examinations and the RE 5 FAIS examination.

Responsibilities:

Client administration

Client communication written and spoken

Management of to-do lists

Overall 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 examinations Must 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