Certified Financial Planner Jobs in Cape Town
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Search Results - Certified Financial Planner Jobs in Cape Town
O'Brien RecruitmentCape Town
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP...
HR GenieCape Town
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...
The Recruitment CouncilCape Town
Investments, Economics, Law, Business Administration, or Accounting/Tax).
• Certifications: Certified Financial Planner (CFP®) designation.
• Regulatory: RE5 Representative Certificate.
• FAIS Status: Fully Fit & Proper (ideally not currently under...
The Recruitment CouncilCape Town
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...
The Legends AgencyCape Town
Successfully completed the Class of Business exam.
• Successfully completed the RE5 exam.
• Certified Financial Planner (CFP)® or an equivalent full qualification (NQF Level 6 with 20 credits).
• Currently registered with the Financial Sector Conduct...
Certified Financial Planner jobs – More locations:
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...
The Recruitment CouncilCape Town
and existing investment and risk products.
Requirements & Qualifications
Education:
• B.Com. Honours in Financial Planning OR a Post Graduate Diploma in Financial Planning.
• A Certified Financial Planner® (CFP®) designationor actively working towards...
The Recruitment CouncilCape Town
alliances to grow and strengthen internal support bases.
Qualifications and Experience:
• A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
• Solid experience in providing custom-built...
O'Brien RecruitmentCape Town
Join a leading financial services provider dedicated to empowering clients through tailored financial strategies. Our client, a reputable organization committed to excellence and integrity, is seeking a skilled Certified Financial Planner (CFP)...
The Recruitment CouncilPretoria, 1308 km from Cape Town
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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