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Certified Financial Planner Jobs

1 - 15 of 18
1 - 15 of 18
Search Results - Certified Financial Planner Jobs
The Recruitment Council-Johannesburg
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm? A top...
The Recruitment Council-Johannesburg
Administration)  •  Certified Financial Planner  •  RE5 Representative Certificate  •  Fit & Proper under the designated FAIS Sub-categories Deal Breakers:  •  5+ years of Investment Management experience  •  Relevant qualifications: Investment Postgrad, Certified...
Iress-Cape Town
Financial Analyst) or CFP (Certified Financial Planner) or equivalent (preferred)  •  Strong knowledge of financial advice software and industry trends  •  Proven sales and account management track record.  •  Excellent relationship management and negotiation...
The Recruitment Council-Cape Town
and uphold brand standards. Deliver proactive, innovative service that exceeds client expectations. Qualifications & Experience: Certified Financial Planner® (CFP®) designation. Bachelor of Commerce (BCom) degree (or equivalent tertiary qualification...
1 similar jobs: Pretoria
Standard Bank Group-Cape Town
Accounting, or a related field (FAIS aligned)  •  A master’s degree (MBA) or postgraduate diploma in Business Administration, Finance, or Banking may be advantageous  •  Professional certifications such as Certified Banker (CB), Certified Financial Planner (CFP...
The Legends Agency-Cape Town
Advisor  •  Relevant tertiary qualification (BCom, BusSci, or Honours preferred)  •  Passed the RE5 Regulatory Exam (essential)  •  Certified Financial Planner (CFP®) designation or currently studying towards it (advantageous)  •  Proficient in MS Office Suite...
FNB South Africa-Cape Town
Qualification - Relevant NQF level 7 FSCA approved bachelor's degree.  •  RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential.  •  Preferred Qualification - Certified Financial Planner (CFP).  •  Complete and signed off...

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The Recruitment Council-Pretoria
and TCF, in every aspect of advice delivery. Qualifications and Experience:  •  Certified Financial Planner® (CFP®) designation.  •  Postgraduate Diploma in Financial Planning (NQF 8).  •  Essential Regulatory Examinations (RE5) completed. Experience...
FNB South Africa-Cape Town
Certificate with relevant COB (Class of Business) - Essential  •  Preferred Qualification - Certified Financial Planner (CFP)  •  Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.  •  Strong background in Banking...
Consult By Momentum-Vanderbijlpark
a platform to build a sustainable business. Requirements Experience and Qualifications: Degree in Business Management, Marketing degree or Industry Related NQF 6 Qualification Certified Financial Planner (preferred) 10+ years experience at a Senior Level...
FNB South Africa-Cape Town
sharing and integration. You will be an ideal candidate if you:  •  Relevant Degree in Investment or Economics.  •  Completed Certified Financial Planner preferred.  •  Have 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience...
Consult By Momentum-Pretoria
in Financial Planning. Certified Financial Planner (CFP) designation (essential). Additional professional certification such as CFA (advantageous). Minimum 5 - 8 years of experience in financial services and wealth management. At least 5–8 years' experience...
FNB South Africa-Johannesburg
and maintain own professional knowledge base in order to provide effective support and advice You will be an ideal candidate if you:  •  Relevant Degree in Finance, Accounting or Investment Management (Industry Related Degree OR CFP (Certified Financial Planner...
Nedbank-Durban
Qualifications - NQF Level  •  Professional Qualifications/Honour’s Degree Preferred Qualification  •  Degree in Commerce/Finance/ Business Science etc  •  Post Graduate Diploma in Financial Planning (essential)  •  Certified Financial Planner (CFP) or studying...
BDO South Africa-Durban
Requirements to apply:  •  A 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 Planner...
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