CFP Jobs
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Green Marble Recruitment Consultants-Pretoria
Minimum requirements:
• Matric (Mathematics at Matric level is advantageous).
• A BCom degree, CFP (Certified Financial Planner), or currently studying towards a CFP is essential.
• 12 years experience in the Financial Planning industry...
The Recruitment Council-Carletonville
Postgraduate qualification in Wealth Management, Tax, or MBA (Preferred).Professional certifications such as CFP, CFA, or CA(SA) are highly desirable.
Skills & Competencies:Strong knowledge of banking, finance, legal, and tax governance.Exceptional...
The Recruitment Council-Johannesburg
Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent financial planning firm?
A top...
The Recruitment Council-Claremont
Diploma in Financial Planning is required.Professional Registration: Must be a Registered CFP with the FPI.Technical Skills: Proficiency in Xplan (or a similar CRM system) and the Microsoft Office suite.Core Competencies: High sales ability and tenacity...
People Dimension-Randburg
Introduction
A well-established financial planner in Northcliff is looking for an experienced Assistant Paraplanner to join their company.
Desired Experience & Qualification
• Matric Qualification
• BCom Degree (Required)
• CFP - Diploma...
The Recruitment Council-Johannesburg
with a Postgraduate Diploma in Financial Planning is required.Professional Certification: Must be a Registered CFP with the FPI (non-negotiable).Experience: 13+ years of proven experience providing holistic financial planning and advice to HNW and UHNW...
LMP RECRUIT-Johannesburg
to portfolios.
• Client Support: Prepare quotes, proposals, and presentations to explain
• Certification: RE5 (Regulatory Examination) is essential; CFP or CFA Level 1 is highly advantageous.
• Experience in financial services, specifically within a broker...
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The Recruitment Council-Cape Town
Diploma in Financial Planning is required.Professional Registration: Must be a Registered CFP with the FPI.Technical Skills: Proficiency in Xplan (or a similar CRM system) and the Microsoft Office suite.Core Competencies: High sales ability and tenacity...
LMP RECRUIT-Johannesburg
to portfolios.
• Client Support: Prepare quotes, proposals, and presentations to explain
• Certification: RE5 (Regulatory Examination) is essential; CFP or CFA Level 1 is highly advantageous.
• Experience in financial services, specifically within a broker...
The Recruitment Council-Vanderbijlpark
Postgraduate qualification in Wealth Management, Tax, or MBA (Preferred).Professional certifications such as CFP, CFA, or CA(SA) are highly desirable.
Skills & Competencies:Strong knowledge of banking, finance, legal, and tax governance.Exceptional...
Sanlam-Bellville
Diploma in Financial Planning will be advantageous
• Registered INSETA Assessor and Moderator
• Experience working in a related role in an intermediary support environment
• CFP qualification will be advantageous
• Experience in Consultancy and/or Broker...
sanlamcloud.co.za -
Discovery-Carletonville
management (e.g. CFP®, CFA® Level I) would be advantageous.
Experience
• 3+ years’ experience in a marketing role, preferably within financial services, investments, retirement or wealth management.
• Experience supporting integrated marketing campaigns...
discovery.co.za -
6 similar jobs: Johannesburg, Nigel, Soshanguve, Vereeniging, Pretoria...
Sanlam-Johannesburg
Promote ethical, compliant, and professional conduct at all times.
Qualifications and Experience
• Relevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial.
• 5 plus years...
sanlamcloud.co.za -
The Recruitment Council-Vanderbijlpark
generational wealth management and cross-border compliance.Bachelors degree in Finance, Economics, or Commerce (Required).Postgraduate qualification in Wealth Management, Tax, or MBA (Preferred).Professional certifications such as CFP, CFA, or CA(SA) are highly...
The Recruitment Council-Pretoria
Postgraduate qualification in Wealth Management, Tax, or MBA (Preferred).Professional certifications such as CFP, CFA, or CA(SA) are highly desirable.
Skills & Competencies:Strong knowledge of banking, finance, legal, and tax governance.Exceptional...
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