Search Results: 42 vacancies
R 15,000 - 22,000 per month
...in-house training
The minimum CPD Points must be maintained by attending training sessions and ongoing training
towards a full CFP qualification
Fit & Proper Training as per Board notice 190 (2017)
General admin – In house servicing – Upgrades and downgrades...
Emporium Human Capital
Four Ways, Sandton
9 days ago
...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
7 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
13 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
10 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
28 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
19 days ago
...Generating New Business
General Administration
Possibility of salary increase as client book growths
Post Graduation Diploma in Financial Planning
CFP accreditation would be advantageous
at least 2 years relevant experience
Afrikaans and English fluent...
HR Genie
Roodepoort, Gauteng
27 days 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
26 days 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
...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
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...
...Managing Director/Senior Wealth Planner in all facets and stages of the client relationship. The ideal candidate must have passed the CFP examinations and the RE 5 FAIS examination.Responsibilities: Client administration
Client communication – written and spoken...
...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,...
...Financial Planning, Investments, Wealth Management Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred. Criteria Minimum of 3 -5 years experience (preferably in sales) Valid drivers license and own vehicle (Non-...
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...
...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...
...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...
