CFP Jobs in Cape Town
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Search Results - CFP Jobs in Cape Town
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...
The Recruitment Council-Cape Town
Registration: A CFP® designation or RE5 qualification is considered an advantage.
Knowledge: Solid understanding of FAIS (CAT II knowledge advantageous) and FICA regulations.
Computer Literacy: Proficiency in the Microsoft Office Suite is required; experience...
The Recruitment Council-Cape Town
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-Cape Town
providing holistic financial planning and advice to HNW and UHNW clients.
Education: An undergraduate degree in Commerce or Business Science with a Postgraduate Diploma in Financial Planning is required.
Professional Registration: Must be a Registered CFP...
The Recruitment Council-Cape Town
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...
CFP jobs – More locations:
The Recruitment Council-Cape Town
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 clients.
Technical Skills: Proficiency in Xplan (or a similar CRM system) and the Microsoft Office...
Milton Resourcing-Cape Town
from an accredited South African or international institution. Holds at a minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation an actuarial related background will be advantageous as well. If a CFA Candidate: A minimum of CFA level II...
Rory Mackie & Associates-Cape Town
in offering assistance to the brokers/broker assistants and able to train their assistants
Requirements:
• Minimum 3 – 5 years relevant industry experience
• A business focused degree
• RPE/CFA/CFP will be advantageous
• Matric qualification having passed...
Sanlam-Cape Town
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...
sanlamcloud.co.za -
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...
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