CFP Jobs in Western Cape
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Search Results - CFP Jobs in Western Cape
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 CouncilCape 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 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...
The Recruitment CouncilCape 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 CouncilCape 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 CouncilClaremont
Managers or Family Officers.
Education: A Commerce or Financial degree from a reputable tertiary institution is highly advantageous.
Professional Registration: A CFP® designation or RE5 qualification is considered an advantage.
Knowledge: Solid...
The Recruitment CouncilCape 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 CouncilCape 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 ResourcingCape 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...
The Recruitment CouncilClaremont
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...
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...
Helderberg Personnel CCPaarl
analytical and problem-solving ability
• High attention to detail
• Resilient and eager to learn and grow
Development Path (Recommended)
• Growth toward CFP and/or a Postgraduate Diploma in Financial Planning....
Helderberg Personnel CCPaarl
Ability to operate independently
• Resilience
Recommendation:
• Progress with CFP and/or Postgraduate Diploma in Financial Planning...
1 similar jobs: Somerset West
Rory Mackie & AssociatesCape 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...
Rory Mackie & AssociatesCape 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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