Search Results: 17 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
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
9 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
18 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
26 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
...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
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
...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...
...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...
...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...
...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 investment...
...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...
...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...
...Oversee design of marketing and other FPI material
• Ensure needs are met in terms of value proposition on primary level (promoting CFP) and secondary level (member services)
• Work collaboratively with a diverse staff team to create and manage cross-organizational,...
...legislation and developments within the industry
Qualification And Experience
Bcom Degree or BA Law / LLB or equivalent NQF level
CFP advantageous
FAIS accreditation advantageous
Minimum of 1-3 years Benefit Consulting Experience is required
Knowledge And...
