Search Results: 17 vacancies
...sales long term insurance experience
Experience with long-term insurance products
Must have driver's licence and vehicle
Proven sales record
RE5 and Certified Financial planner (CFP) accreditation
Lucrative packaged deals and benefits supplied by client...
Edge Executives
Johannesburg, Gauteng
24 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
3 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
12 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
20 days 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
...needs
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...
Curiska
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
...meeting and 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 & new...
...Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous); EXPERIENCE General Experience 2 or more years experience as a financial advisor within financial services...
...attitude
Outstanding communication skills, with the ability to foster long-term relationships
Valid professional license (e.g. Series 7 & 66)
BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus...
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...
...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...
...Economics or Investment related degree, preferably with Honors. Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 1-3 years of relevant experience in the finance/investment industry. Skills: Strong general investment knowledge...
...Sales Skills
Proven track record of sales experience in a Business-to-Business employee benefit product environment, Group Risk/EB
CFP is Advantageous
RE 1 (Key Individual) advantageous
If you are interested kindly submit the following MERGED documents:...
...requirements:
A completed undergraduate Degree is essential (Finance/Investment Management etc.)
Post-Grad Diploma in Financial Planning (CFP®) or studying towards required
A minimum of 2 years’ relevant experience with solid PSG product/fund knowledge
Bilingual in...
