Certified Financial Planner Jobs
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Pretoria
and Excel.
• Maths at Matric level would be an advantage.
• B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage.
• Fully bilingual in English and Afrikaans.
Duties and responsibilities:
• Assisting clients over...
ES Recruitment-Pretoria
Requirements for this role:
• Certified Financial Planner (CFP) / RE5 qualification MUST HAVE!
• Proven experience in financial planning and investment advisory roles.
• Strong knowledge of financial markets, investment products, and financial planning...
Curiska-Johannesburg
in Financial Planning Certified Financial Planner® (CFP®) and member of FPI.
Regulatory Examination 5 – Representatives...
1 similar jobs: Cape Town
CA Financial Appointments-Cape Town
Minimum 5 years' of experience in "Elite" software would be to your advantage
• Matric Regulatory Exam 5
• Wealth Management, or equivalent qualification / degree, short courses or diplomas (minimum 120 credits)
• NQF5/6) Certified Financial Planner...
Cape Town
AND QUALIFICATIONS
• Relevant Bachelors Degree. Registered with professional bodies - where applicable.
• Certified Financial Planner qualification preferred, FAIS qualifications an advantage
• Strong understanding of Employee Benefits administration processes...
Exceed Human Resource Consultants-Cape Town
Financial Planner (CFP) or similar would be to your advantage
• Understanding of the financial planning process
• At least 5 years Financial Services Industry work experience in a senior role
• Be able to learn and gain technical knowledge quickly...
appcast.io -
Pretoria
Certified Financial Planner qualifications will also be considered.
• 5 years minimum experience in a advice based sales management or fiduciary services role.
• Must have previous experience in call centre sales and campaign management.
Minimum Required...
View Certified Financial Planner jobs in:
Benrues Group-South Africa
Certified Financial Planner (CFP) under-graduate Diploma in Financial Planning etc, if not already held.
Requirements:
• An undergraduate Degree, preferably with a Financial bias.
• Financial acumen.
• Good working knowledge of Word, Excel and Outlook...
appcast.io -
The Hiring House-Johannesburg
applying for this role will require a credit record check.
Qualifications and Experience
• Minimum Qualification: Relevant Degree in Investment or Economics.
Certified Financial Planner.
• Experience: 3 to 5 years experience in a similar environment...
RPO Recruitment-Cape Town
financial reports, including cash flow projections, retirement planning analysis, and investment recommendations.3. Assist in the preparation of financial planning proposals and presentations for clients.4. Review client accounts and make recommendations...
jobspire.co.za -
Engage Recruit-Western Cape
to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits […]
Registered with the FSCA as a full representative
3 to 5 years experience as a representative rendering financial advice...
jobslin.com -
Top Vitae-Port Elizabeth
qualification (NQF Level 5) essential.
• Post Graduate Diploma in Financial Planning (NQF 8) would be advantageous.
• Certified Financial Planner Status with the FPI (CFP Examination complete and passed) would
be advantageous.
• Be Fully bilingual (English...
Finding Personnel (Pty) Ltd-Pretoria
field is mandatory.
• Certified Financial Planner qualifications will also be considered.
• 5 years minimum experience in a advice based sales management or fiduciary services role.
• Must have previous experience in call centre sales and campaign...
PikUniq-Gauteng
Experience in Compliance in the Financial Services Industry
• Experience in Financial Planning would be an advantage (Certified Financial Planner would be a benefit) but not a pre-requisite
• Computer skills and must be proficient in MS Office.
Skills...
workable.com -
Hire Resolve-Cape Town
Bachelor's degree in Finance, Business, Economics, or related field.
• Proven experience as a Financial Advisor or Trust Officer.
• Strong knowledge of financial planning strategies, investment products, and trust administration.
• Certified Financial Planner...
workable.com -
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