Certified Financial Planner Jobs in Western Cape
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Search Results - Certified Financial Planner Jobs in Western Cape
Merand Corbett & Associates-Somerset West
Minimum Requirements to Apply:
• 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...
HR Genie-Cape Town
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
HR Genie-Cape Town
A financial qualification is essential (e.g. B Com finance, accounting, investment management); - A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential; - An Advanced diploma in Estate Planning would...
1 similar jobs: Pretoria
HR Genie-Cape Town
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
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...
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...
Certified Financial Planner jobs – More locations:
The Recruitment Council-Cape Town
Financial Planning qualification (min 120 credits NQF6) is essential.
• Certifications: RE1 and RE5 are mandatory. A Certified Financial Planner (CFP) designation is highly preferred.
• Proven Track Record: 5-8 years of experience in financial services...
HR Genie-Cape Town
Our client, a well established investment institution, requires the expertise of a qualified financial professional.
Education:
Postgraduate Diploma in Financial Planning
Working toward or having achieved Certified Financial Planner® (CFP) status...
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...
Rory Mackie & Associates-Cape Town
qualification and preferably Post Grad Diploma in Financial Planning
• Regulatory examination RE1 or RE5 is advantageous
• Certified Financial Planner CFP® is advantageous
• Strong analytical and problem-solving skills
• Excellent written and verbal...
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...
Status Staffing-Somerset West
Regulatory Examination (RE5) qualification would be advantageous.
• Certified Financial Planner (CFP®) designation would be advantageous.
• Experience working with various LISPs (Linked Investment Service Providers) would be advantageous.
• Strong knowledge...
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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