Certified Financial Planner Jobs
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Merand Corbett & AssociatesSomerset West
Minimum Requirements to Apply:
• Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
• Certified Financial...
Efficient Frontier RecruitmentVereeniging (GP)
and AnalysisDesired Experience & QualificationB.Com, BBusSci or related degreeCFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)FAIS CompliantProven experience as a Wealth and Investment Manager with a focus on HNW clientsIn-depth knowledge...
Merand Corbett & AssociatesSomerset
Minimum Requirements to Apply:
• Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
• Certified Financial...
Efficient Frontier RecruitmentVereeniging (GP)
and AnalysisDesired Experience & QualificationB.Com, BBusSci or related degreeCFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)FAIS CompliantProven experience as a Wealth and Investment Manager with a focus on HNW clientsIn-depth knowledge...
The Recruitment CouncilSoshanguve
a Certified Financial Planner (CFP) designation will be highly advantageous.
• Tech Savvy: Advanced proficiency in the Microsoft Office Suite.
Key Competencies
• In-depth knowledge of South African financial regulations impacting FSPs.
• Exceptional...
HR GenieCape Town
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
The Recruitment CouncilPretoria
financial regulatory landscape, specifically: FAIS, FICA, CISCA, the Insurance Act, the Pension Funds Act, and POPIA.
• Advantageous: A CFP (Certified Financial Planner) designation is highly valued.
Core Competencies
• Stellar contract drafting skills...
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HR GenieDurban
CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.
Experience:
• Minimum 5 Years in financial advisory role.
Key Responsibilities :
• Financial Planning: Conduct comprehensive financial assessments of clients, understanding...
1 similar jobs: Cape Town
The Recruitment CouncilSomerset West
legislative, and governance requirements.
Requirements
• Education: A relevant Degree in Investment or Economics.
• Professional Certification: Must be a Certified Financial Planner (CFP).
• Experience: 3 to 5 years in a similar environment, including 1 to 2...
3 similar jobs: Worcester, Paarl, Cape Town
Pillango PlacementsPretoria
and ongoing servicing
• Ensure strict adherence to FAIS, FICA, and internal compliance standards
Minimum Requirements
• A relevant financial planning qualification
• Must be committed to enrolling for and completing the Certified Financial Planner (CFP...
The Recruitment CouncilJohannesburg
Attorney and/or a Certified Financial Planner (CFP) is highly beneficial.
Tech Skills: Excellent proficiency in Microsoft Office....
6 similar jobs: Nigel, Carletonville, Vereeniging, Vanderbijlpark, Pretoria...
The Recruitment CouncilNigel
a Certified Financial Planner (CFP) designation will be highly advantageous.
• Tech Savvy: Advanced proficiency in the Microsoft Office Suite.
Key Competencies
• In-depth knowledge of South African financial regulations impacting FSPs.
• Exceptional...
HR GenieCape Town
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
The Recruitment CouncilJohannesburg
a Certified Financial Planner (CFP) designation will be highly advantageous.
• Tech Savvy: Advanced proficiency in the Microsoft Office Suite.
Key Competencies
• In-depth knowledge of South African financial regulations impacting FSPs.
• Exceptional...
The Recruitment CouncilCape Town
Degree in investments or a completed qualification related to financial planning (min 120 credits NQF6) (Essential).
Certified Financial Planner (CFP) designation (Preferred).
Hold both RE1 and RE5 regulatory examinations (Essential).
Experience...
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