Shelley Pautz Cfptm
Senior Paraplanner @Cazenove Capital
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WORK HISTORY
Senior Paraplanner @Cazenove Capital
City Of Bristol, GB
EDUCATION
Financial Planning Insitute
Professional Competency Exam, CFP Board Exam
University of the Free State
Post Graduate Diploma, Financial Planning Law
The Chartered Institute for Securities & Investment (The CISI)
Level 4 Investment Advice Diploma, Financial Planning and Services
The Chartered Institute for Securities & Investment (The CISI)
Level 4 Certificate in Paraplanning, Financial Planning and Services
Moonstone Business School of Excellence
Representative Persons Exams (RE5), Industry Examinations
The Chartered Institute for Securities & Investment (The CISI)
Level 3 Award, Global Financial Compliance
PSG Academy
Advanced Certificate in Financial Planning, Personal and Business Financial Planning
University of Stellenbosch Business School
National Certificate in Wealth Management, Personal Financial Planning
South African Institute of Financial Markets
Registered Persons for Equity Markets, Stock Exchange and Equity Markets
Roosevelt High School
National Senior Certificate , University Admission
Moonstone Business School of Excellence
Key Individuals Exam (RE1), Industry Examinations
ABOUT SHELLEY PAUTZ CFPTM
As a paraplanner at Cazenove Capital, I provide high-quality technical support to the wealth planners and in turn to our clients. I have over 25 years of experience in the financial services industry, spanning across various roles and functions, from client services and sales to training and regulatory supervision.My core competencies include financial planning, business enablement, process development and risk management. I hold a Level 4 Investment Advice Diploma and a Postgraduate Diploma in Financial Planning Law from the UoFS in South Africa and am a Certified Financial Planner (CFP).I am passionate about helping clients achieve their financial goals and ensuring that they receive the best possible advice and solutions. I am also committed to enhancing the efficiency and effectiveness of business operations and processes, by implementing relevant controls, automating workflows, and developing best practices. I enjoy working with a diverse and talented team of professionals and I strive to be a reliable, trustworthy, and pragmatic partner who delivers on their commitments.
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