Search Results: 20 vacancies
...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
10 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
4 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
25 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
22 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
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
...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...
...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,...
...Degree in Financial Planning, Business, Finance or Economics (required) Aspirations towards becoming a Certified Financial Planner (CFP) 1-3 years' sales experience in the insurance industry It will be required that you are qualified to provide advice under supervision...
...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...
...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...
...appropriate financial solutions and products
• Delivering Financial advisory services
Minimum Requirements:
• Appropriate Degree
• CFP or in process of obtaining it.
• Computer literate
• Clear credit and criminal record.
• Own vehicle/transport
• Valid driver...
...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,...
...this amazing job is:
~ 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...
...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...
...Business Management /Business Sciences/Finance/Economics related Post graduate diploma in financial planning Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation. Comprehensive understanding of the companys financial landscape and distribution...
...~ Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in MDS.
~ CFP is an advantage.
Experience
~3 to 5 years of financial service industry experience (desired)
~1 to 3 years of relevant sales...
...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...
