Certified Financial Planner Jobs in Cape Town
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Search Results - Certified Financial Planner Jobs in Cape Town
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...
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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...
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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...
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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...
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Certified Financial Planner jobs – More locations:
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...
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Springer Capital-Cape Town-
emerging opportunities or risks.
Qualifications & Experience
Bachelor's degree in Finance, Marketing, or Business (Master's degree preferred).
Advanced certifications such as CFA, CIPM, or Certified Financial Planner (CFP) highly desirable.
Minimum
Years...
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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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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...
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BDO South Africa-Cape Town-
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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