Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience
postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience
FAIS Compliant with RE5 completed.
CFP will be advantageous.
Proven track record in
academy - continuous training (Wealth Management up to CFP, subject to qualifying criteria) Back Office and
Business Long Term Insurance (Non-negotiable) CFP candidates preferred.
of Business Long Term Insurance (Non-negotiable) CFP candidates preferred. R15k – R20k Commission
graduate qualification a requirement, preferably CFP •Computer literacy (intermediate): MS Office suite
financial planning principles and investment strategies CFP or diploma in Financial Planning advantageous Strong