Certified Financial Planner Jobs in Cape Town
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Search Results - Certified Financial Planner Jobs in Cape Town
Call Centre Staffing-Cape Town
the RE5 regulatory exam.
• Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred.
• Proficiency in MS Office including Word, Excel and Powerpoint.
• Excellent written and verbal...
The Recruitment Council-Cape Town
for-purpose product and/or solution in adhering to the cycle of financial needs.
CFP Designation and Professional Development:
• The candidate needs to hold the Certified Financial Planner (CFP) designation.
• Continually update knowledge on financial...
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The Recruitment Council-Cape Town
Education:
• Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field.
• Experience:
• Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial...
The Recruitment Council-Cape Town
and Qualifications:
• Matric (Grade 12)
• Preference for Certified Financial Planner (CFP) qualification
• At least 5 years of experience in investment and insurance sectors
• Strong network, preferably in the Western Cape/Stellenbosch area
• Capability...
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Call Centre Staffing-Newlands, 6 km from Cape Town
the RE5 regulatory exam.
• Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred.
• Proficiency in MS Office including Word, Excel and Powerpoint.
• Excellent written and verbal...
Certified Financial Planner jobs – More locations:
Ajtechnicaldr-Cape Town
Industry. Associated Financial Planner/Certified Financial Planner (FPI), LLB Degree.
Preferred Certifications
• Fiduciary Institue of South Africa or Financial Planning Institue.
Note:Incomplete applications will not be accepted.
#J-18808-Ljbffr...
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Momentum Metropolitan Holdings Limited-Cape Town
development, or relationship management within a financial services environment
• 1 - 2 years management experience
• Specific licensing or registration: Certified Financial Planner (CFP)
• Relevant Product Knowledge
• Relevant knowledge of the financial...
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The Recruitment Council-Cape Town
Qualifications:
• Advanced Diplomas, Bachelors’ Degree, Honours or MBA.
• FAIS representative and preferably a Key Individual.
• Certified Financial Planner (CFP).
Experience:
• Minimum 6 – 8 years experience in Banking or Wealth Management.
• Minimum of 6...
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The Recruitment Council-Cape Town
and professional advice business in South Africa.
Qualifications:
• Bachelor’s Degree or equivalent experience meeting FSB’s qualification requirements.
• Certified Financial Planner (preferred).
• Registered Key Individual.
Experience:
• Over 10 years...
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FirstRand Namibia Limited-Cape Town
or Accounting.
• Completed RE5 qualification.
• Preferred Qualification - Certified Financial Planner (CFP).
• 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment.
• Full understanding of money...
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