CFP Jobs in Johannesburg
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Search Results - CFP Jobs in Johannesburg
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-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...
The Recruitment Council-Johannesburg
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...
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...
Rory Mackie & Associates-Johannesburg
Experience:
• Bachelor's degree in Finance, Economics, Business, or related field (CFA or CFP designation advantageous)
• Minimum 5 years' experience in investment distribution, preferably within asset management
• Proven track record of building...
The Recruitment Council-Johannesburg
the ongoing client review process.
• Education:
• Relevant investment/financial degree, diploma, or qualification.
• Full CFP Designation is required.
• Experience:
• Minimum of 5+ years of knowledge and experience in a financial/investment environment...
The Recruitment Council-Johannesburg
A Bachelors degree in Finance or Commerce is the baseline. If you hold a CFP, CFA, or CA(SA), you already speak the language of this office.
• The Experience: You bring 710 years of "battle-tested" experience in private banking, fiduciary services, or tax...
Discovery-Johannesburg
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 -
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-Johannesburg
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...
Milton Resourcing-Johannesburg
Management, Tax, or Business Administration (preferred).
• professional certifications such as CFP®, CFA®, CA(SA), highly desirable.
• Additional certifications in compliance, fiduciary management, or governance advantageous....
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