Search Results: 84 vacancies
...Market Research
Education and Job Requirements:
~ Bachelor's Degree in Finance or Investment
~ CFA (any level or all three), CFP, CIPM or equivalent investment background
~5 years of experience in the collective investments sector
~ Specialization in unit...
...essential.
Post Graduate Diploma in Financial Planning (NQF 8) would be advantageous.
Certified Financial Planner Status with the FPI (CFP Examination complete and passed) would be advantageous.
Be Fully bilingual (English & Afrikaans).
RE5 Examination essential....
...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...
...Market Research
Education and Job Requirements:
Bachelor's Degree in Finance or Investment
CFA (any level or all three), CFP, CIPM or equivalent investment background
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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...
...:
Minimum 5 years’ experience as a Broker Consultant / Life Insurance Agent, etc.
Preference will be given to candidates with a CFP
RE5 is essential
Have completed relevant class of business and product specific training
FAIS compliant (continuous professional...
...(Essential);
120 FAIS Credits
(NQF5) in Wealth management (Essential);
RE5 (Essential); 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
General Experience
2 or more years' experience as a financial advisor within financial services industry...
...Investment related degree, preferably with Honors degree
~ Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
~4-6 years of relevant experience in the finance / investment industry
SKILLS
Strong general...
...Qualifications:
Bachelor’s degree in finance , business, or a related field; advanced degree or relevant certifications (e.g., CFA, CFP) are a plus.
Minimum of 5 years of experience in business development or client relationship management within the unit trust/...
...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
●...
...tertiary qualification a requirement - BCom or similar, or studying towards
Postgraduate qualification a requirement, preferably CFP
Ability to work independently, attention to detail and excellent organisational skills
Please note that if you have not heard from...
...manage own sales plan and sales pipeline
Extensive regional travel is required
Requirements:
Relevant tertiary qualification and CFP would be preferred
RE 5
Eight years’ experience in financial services in financial advice
Core competencies:
Understanding...
...to train their assistants
Requirements:
Minimum 3 – 5 years relevant industry experience
A business focused degree
RPE/CFA/CFP will be advantageous
Matric qualification having passed both core Mathematics and English
Minimum 18 months experience and...
...identification and development
People management and leadership
Minimum requirements:
Financial degree such as BCom (Finance) and / or CFP
Key individual (RE1)
Broad and significant financial services industry experience, preferably within distribution and / or...
...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...
...particularly in insurance, wealth management, and investments.
Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in
Wealth management/ CFP/ equivalent (Advantageous);
...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...
...Advisors.
Authorise Investec CCM payments.
7. Qualifications
Bachelor’s degree
Postgraduate Diploma in Financial Planning
CFP® (Certified Financial Planner)
Regulatory Examination (RE5) (Completed)
8. Soft Skills Competencies
Attention to detail...
...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...
...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:...