Search Results: 6 vacancies
...investments preferable)
Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
Have completed relevant class of business and product specific training.
FAIS compliant (continuous professional development)....
...possibility of joining their business.
Qualifications and Experience:
~ Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree.
~ Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.
~5...
...year BCom degree in the following fields: Business Management, Investments (essential)
~ Honours degree is an advantage
~ CFA and/or CFP is an advantage
Experience
~3 to 5 years' financial service industry experience - must include investments (essential)
~...
...lead generation and calls for a hunter profile.
Minimum Requirements
Qualification Requirements
Business Degree or similar
CFP or studying towards CFP
RE 5
Experience Requirements
Previous experience working as a paraplanner or in a similar position...
...RE 5 (non-negotiable), RE1 (advantageous);
~ NQF 5 or 120 credits in Wealth Management, Financial Planning or a similar field;
~ CFP (advantageous);
~ At least 5 years financial services industry experience;
~ Well versed in Excel and MS Office;
~ Ability to perform...
...Relevant Degree in Commerce/Finance/Law
~Post Graduate Diploma in Financial Planning qualification
~Experience as a trainer/facilitator
~CFP designation advantageous
~Completed Regulatory Exams advantageous
~Registered INSETA assessor
~Registered INSETA moderator...