Paraplanner Manager/Chartered Financial Planner Manager (AA)

Bellville, Cape Town

R Negotiable

Integrated JSE-Listed Financial Service and Investment Group is looking for a qualified and experienced CFP to manage their Parraplanner Hub, manage junior partners and admin staff and assist junior financial advisors in structuring financial proposals for clients.

Qualifying Criteria
• B-Degree
• CFP
• Completed RE
• JSE Registered Trader experience
• Fully conversant with Futersight system
• Knowledge and understanding of: Financial Services and Products, Financial planning, Tax, Investments, Retirement and Estate Planning

Ability to communicate effectively, manage processes and people successfully and a high degree of analytical ability is required for this position.