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Green Marble Recruitment ConsultantsPretoria
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 CouncilClaremont
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...
The Recruitment CouncilJohannesburg
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 CouncilJohannesburg
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...
People DimensionRandburg
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 CouncilCape 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 RECRUITJohannesburg
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...
View CFP jobs in:
People DimensionRandburg
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...
LMP RECRUITJohannesburg
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 CouncilJohannesburg
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...
1 similar jobs: Cape Town
SanlamCape Townsanlamcloud.co.za
and Experience
• Relevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial.
• 5 plus years’ experience in an investment industry distribution environment.
• Extensive experience...
DiscoveryCarletonvillediscovery.co.za
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...
6 similar jobs: Johannesburg, Nigel, Soshanguve, Vereeniging, Pretoria...
SanlamBellvillesanlamcloud.co.za
and Experience
• Matric
• Wealth Management /Financial Planning qualification
• FAIS i.e. RE 5 & 120 Industry Credits
• CFP would be an advantage
• Management/Coaching Diploma would be advantageous
• Marketing & Sales experience...
SanlamBellvillesanlamcloud.co.za
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...
SanlamJohannesburgsanlamcloud.co.za
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...
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