Certified Financial Planner Jobs in Pretoria
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Search Results - Certified Financial Planner Jobs in Pretoria
Efficient Frontier RecruitmentPretoria
and AnalysisDesired Experience & QualificationB.Com, BBusSci or related degreeCFA Charter holder (strongly preferred) / Certified Financial Planner (CFP)FAIS CompliantProven experience as a Wealth and Investment Manager with a focus on HNW clientsIn-depth knowledge...
People DimensionPretoria
to date with industry regulations, trends, and company platforms.
• Participate in branch activities, training, and client events.
Desired Experience & Qualification
• RE5 qualification (Compulsory)
• CFP® designation (Certified Financial Planner...
Pillango PlacementsPretoria
and ongoing servicing
• Ensure strict adherence to FAIS, FICA, and internal compliance standards
Minimum Requirements
• A relevant financial planning qualification
• Must be committed to enrolling for and completing the Certified Financial Planner (CFPÂ...
The Recruitment CouncilPretoria
Attorney and/or a Certified Financial Planner (CFP) is highly beneficial.
Tech Skills: Excellent proficiency in Microsoft Office....
The Legends AgencyPretoria
Matric.
• 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...
People DimensionPretoria
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 Authority as a full...
The Recruitment CouncilPretoria
a Certified Financial Planner (CFP) designation will be highly advantageous.
• Tech Savvy: Advanced proficiency in the Microsoft Office Suite.
Key Competencies
• In-depth knowledge of South African financial regulations impacting FSPs.
• Exceptional...
Certified Financial Planner jobs – More locations:
The Recruitment CouncilPretoria
Attorney and/or a Certified Financial Planner (CFP) is highly beneficial.
Tech Skills: Excellent proficiency in Microsoft Office....
People DimensionPretoria
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 Authority as a full representative...
The Recruitment CouncilPretoria
Certified Financial Planner) designation is highly valued.
Core Competencies
• Stellar contract drafting skills with an ability to translate complex laws into clear, practical business solutions.
• Excellent communication and relationship-building skills...
The Recruitment CouncilPretoria
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...
The Recruitment CouncilPretoria
a Certified Financial Planner (CFP) designation will be highly advantageous.
• Tech Savvy: Advanced proficiency in the Microsoft Office Suite.
Key Competencies
• In-depth knowledge of South African financial regulations impacting FSPs.
• Exceptional...
The Recruitment CouncilPretoria
products.
• Regulatory Knowledge: Sound, working knowledge of the South African retail financial regulatory landscape, specifically: FAIS, FICA, CISCA, the Insurance Act, the Pension Funds Act, and POPIA.
• Advantageous: A CFP (Certified Financial Planner...
The Recruitment CouncilPretoria
operations.
Minimum Requirements
• Experience: 7+ years of progressive experience within the Financial Services sector.
• Qualifications: B.Com LLB degree.
• Professional Designations: Being an Admitted Attorney and/or a Certified Financial Planner (CFP)...
The Recruitment CouncilPretoria
financial 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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