Search Results: 41 vacancies
Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing...
...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...
CA Financial Appointments
Cape Town, Western Cape
26 days ago
...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...
Numeral Financial Services Group
Cape Town, Western Cape
12 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
Western Cape
27 days ago
...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)....
Headhunters
Cape Town, Western Cape
20 days ago
...specs for enhancements
User acceptance testing
Bug resolution
Requirements:
B. Comm, Bachelor of Business Science degree, CFP, or similar qualification
A good technical understanding of unit trust portfolios and the regulations embodied in CISCA
At...
Rory Mackie & Associates
Cape Town, Western Cape
23 days ago
...~3-5 years’ experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients.
Education:
A related BComm degree and a Postgraduate Degree in Financial Planning.
CFP designation....
The Recruitment Council
Claremont, Cape Town
more than 2 months ago
...working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks.
~ CFP designation advantageous
~ RE5 advantageous
~ MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)
~...
Conova Recruitment
Cape Town, Western Cape
28 days ago
...you have a relevant tertiary qualification (BCom or similar) or are working towards one and/or have a post-graduate qualification, (A CFP or similar) we are looking forward to receiving your application.
Please note that absolute fluency in written and spoken English...
Intrinsic Consulting Services
Cape Town, Western Cape
a month ago
...net worth clients
Educational required Relevant degree from a reputable institution.
Professional registration (if applicable) CFP
Computer Literacy MS Word, Excel &; PowerPoint, XPlan or other industry related packages Personal profile and competencies Tenacity,...
The Recruitment Council
Cape Town, Western Cape
more than 2 months 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
Cape Town, Western Cape
a month 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
Bellville, Western Cape
more than 2 months ago
...estate planning.
Engage clients on the best fit-for-purpose product and/or solution in adhering to the cycle of financial needs.
CFP Designation and Professional Development:
The candidate needs to hold the Certified Financial Planner (CFP®) designation....
The Recruitment Council
Cape Town, Western Cape
more than 2 months ago
...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...
The Recruitment Council
Cape Town, Western Cape
more than 2 months ago
R 50,000 per month
...Required Education A related BComm degree and a Postgraduate Degree in Financial Planning
Professional registration (if applicable) CFP designation
Computer Literacy MS Office suite (Word, Excel, Powerpoint), Morningstar Direct (advantageous)
Personal profile and...
The Recruitment Council
Cape Town, Western Cape
more than 2 months ago
R 480,000 - 600,000 pa
...objectives.
Live the company values.
Experience:
~ Proven and relevant experience of giving advice and holistic financial planning to high net worth clients.
Education:
Relevant degree from a reputable institution..
CFP Qualification....
The Recruitment Council
Claremont, Cape Town
a month ago
R 420,000 - 540,000 pa
...filing, updating the internal system, electronic storing of minutes, reports etc.
Requirements:
~ Matric and NQF Level 6 and / or CFP qualifications.
~5 years’ experience in the Employee Benefits industry.
~ Own transport and driver license required....
The Recruitment Council
Stellenbosch, Western Cape
a month ago
...internally and externally.
New client acquisition and business development in conjunction with the company’s ventures, a Private Equity business as part of the company within the group.
Qualifications:
CFP membership
FAIS accreditation required (RE)....
The Recruitment Council
Cape Town, Western Cape
a month ago
R 22,000 - 25,000 per month
...Finance related qualification (Or equivalent and relevant University degree)3 Year relevant degree and working towards obtaining their CFP, i.e. studying a postgraduate Diploma in Financial Planning will be an advantageRegulatory Exam RE 1 / RE 5Minimum 1-year experience...
...Analyst with 3-5 years' experience.
Salary: Negotiable
Minimum Requirements:
Matric
Relevant degree.
Studying towards CFA/CFP an advantage.
Proficiency in Microsoft Office with a focus on Excel.
Main Responsibilities
Responsible for process...
