Search Results: 7 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...
...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-...
...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)
~...
...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...
...Business-related Diploma/Degree
Wealth Management /RFP3 or equivalent (i.e.: 120 credits)
Post Graduate Diploma in Financial Planning /CFP - Preferable
Knowledge and skills
To be successful you will need to demonstrate good experience in:
IT:
MS: Office (...
...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...