Certified Financial Planner Jobs in Western Cape
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Search Results - Certified Financial Planner Jobs in Western Cape
O'Brien Recruitment-Cape 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...
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HR Genie-Cape 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...
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1 similar jobs: Durban
The Recruitment Council-Cape 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...
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The Legends Agency-Cape 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...
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People Dimension-Paarl
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...
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The Legends Agency-George
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...
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The Recruitment Council-Cape 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...
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Certified Financial Planner jobs – More locations:
The Recruitment Council-Cape 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...
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The Recruitment Council-George
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...
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O'Brien Recruitment-Cape 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)...
Read more
The Recruitment Council-Cape 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...
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The Recruitment Council-Pretoria
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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The Recruitment Council-Cape 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...
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People Dimension-George
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...
Read more
3 similar jobs: Paarl, Potchefstroom, Pretoria
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