Search Results: 28 vacancies
...and develop career paths.
POSITION INFO:
The following: Qualifications:
Post Graduate Degree in Financial Planning with CFP status.
RE5.
Experience:
Min of 5 years’ experience in the financial services industry.
Minimum of 3 years training experience...
HR Genie
Pretoria, Gauteng
9 days ago
...savvy, analytical, with an understanding of investment products, risks and shortfalls, fund management and liquidity. Studying towards CFP would be an advantage.
POSITION INFO:
Minimum requirements:
Knowledge of the Financial Planning industry....
Green Marble Recruitment Consultants
Pretoria, Gauteng
15 days ago
R 700,000 - 800,000 pa
...or Investment related degree, preferably with Honors.
~ Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
~2-3 years of relevant experience in the finance / investment industry.
Skills:
Strong general...
The Recruitment Council
Johannesburg, Gauteng
12 days ago
...the organisation.
Requirements
• B. Comm or LLB (preferably B. Comm & LLB postgrad).
• FAIS Compliant with RE5 completed.
• CFP will be advantageous.
• Proven track record in Eemployee Benefits with at least 5 years’ experience in consulting.
• Good...
MARANG-A-KHANYA
Johannesburg, Gauteng
21 days ago
...langauge skills:
B.Com-degree or Post Graduate Diploma in Financial Planning;
FAIS Accredited (NQF Level 7 or higher);
RE5;
CFP;
At least 7 years’ experience in the Employee Benefits industry in a consultancy role;
Excellent writing skills;
Verbal and...
HR Genie
Pretoria, Gauteng
a month ago
...and CV to be emailed to :
Requirements:
Grade 12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits
Completed the class of business exam
Completed the RE 5 exam
Registered with...
Engage Recruit
Pretoria, Gauteng
27 days ago
...pipeline
Extensive regional travel is required
Requirements:
Relevant tertiary qualification
RE5 qualification is essential
CFP would be preferred
Experience in a Financial Advisory position
Must have experience in dealing with High-Net-Worth clients...
Rory Mackie & Associates
Pretoria, Gauteng
a month ago
...FAIS accredited NQF5 (120 credits) (Essential); KI Regulatory Examination (Essential); Full product holding accreditation (Essential); CFP (Advantageous); Business Related Degree (Advantageous) Management and/or coaching qualification (Advantageous)
Experience:...
Deka Minas Pty Ltd
Midrand, Gauteng
a month ago
...Diploma or Business Administration qualification; RE, KI and COB as required by the Financial Services Regulatory body (Essential).
CFP or a postgraduate qualification (Advantageous).
Experience:
~10 or more years'' substantial general work experience together...
The Recruitment Council
Johannesburg, Gauteng
more than 2 months ago
R 1,200,000 - 1,400,000 pa
...Qualifications, Experience and Knowledge:
~7 years’ relevant business experience.
~ Experience in enabling collective investments strategy.
~ Hons Degree in the relevant area of Commerce.
~ MBA, CFP, CFA or other professional qualification will be an advantage...
The Recruitment Council
Centurion, Gauteng
a month ago
...Minimum 3 years in a financial advisory role, dealing with high net-worth clients.
REQUIRED
~ QUALIFICATIONS Post Graduate Diploma in Financial Planning Certified Financial Planner® (CFP®) and member of FPI. Regulatory Examination 5 – Representatives...
Curiska
Johannesburg, Gauteng
more than 2 months ago
...experienced Assistant Paraplanner to join their company.Desired Experience & QualificationMatric QualificationBCom Degree (Required)CFP - Diploma in Financial Planning (Advantage)Can read and speak Afrikaans and English (Required)Previous working experience in investment...
Requirements:Grade 12Degree related to Financial Industry preferredCertified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 creditsCompleted the class of business examCompleted the RE 5 examRegistered with the FSCA as a full representative3 to 5...
...Sciences/Finance/Economics or related (Master’s Degree preferrable)Post graduate diploma in financial planningCertified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.Industry qualification (RE5 & RE1)5-8 Years financial services experiences,...
...Minimum Requirements:
~ Matric/Grade 12 or SAQA Accredited Equivalent Essential.
~120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
~2 or more years experience as a Financial Advisor within the financial services industry, life and investment essential...
...Qualification and Experience:
~ Matric/Grade 12 or SAQA Accredited Equivalent Essential.
~120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
~2 or more years experience as a Financial Advisor within the financial services industry, life and investment essential...
...or Investment related degree, preferably with Honors
~ Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
~2-3 years of relevant experience in the finance / investment industry
SKILLS
Strong general investment...
...investment essential.
~ Matric/Grade 12 or SAQA Accredited Equivalent Essential.
~120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
~ RE 5 certificate.
~ Proven sales track record.
Duties
Communicating with clients, including phone calls,...
...B.Proc (or relevant law degree) from a South African university An admitted Attorney/ Advocate Post Graduate qualification preferred CFP, or post graduate in financial planning would be advantageous Personal Attributes: Self-starter Execution mindset Excellent Verbal and...
...Create and implement ongoing service plans to ensure client portfolio's are monitored and relevant modification is timeously executed
~
Requirements:
~ CA DEGREE
~ CFP / Wealth Management Qualification
~ RE5
~5 Year experience in similar environment...
