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Certified Financial Planner (cfp)
Innovazi Consulting Pty Ltd
South Africa
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve
share this job on whatsappWealth Manager (cfp) Market-related
The Talent ExpertsClaremont
Wealth Manager. Your qualifications should include CFP accreditation, and you should have a solid understanding
Investment Manager, Cape Town X 2 Candidates
Sheldon RecruitmentCape Town Region
targeted entities Salary: Negotiable for the ideal candidate Please email detailed CV and supporting documentation
Compliance Officer/analyst - Investment Industry (experienced Candidates) Market Related
Pss RecruitmentSouth Africa
part of their completed degree, or where previous working experience includes completed accounting or Support and recommendations relating to Supervision candidate skills, knowledge and general development. • Back (Accounting) or B Com Honours in Risk Management • Completed accounting or auditing articles • Computer literacy deadline oriented Please note: only shortlisted candidates will be contacted.
Financial Advisor - Paarl
Vine RecruitmentPaarl
Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits) Successfully completed the Class Class of business exam Successfully completed the RE5 exam Currently registered with the Financial Sector
Branch Financial Advisor - Somerset West
Old Mutual Personal Financial AdviceSomerset West
financial planning process. Conduct a GDM and complete a financial needs analysis. Gather, collate, analyse recognized professional bodies ie.FPI (FSA, RFP, CFP). completion of the prescribed regulatory exams, class meet the DOFA/Fit & proper requirements (if candidate has a DOFA date) A valid Driver's license and
Branch Financial Advisor - Hermanus
Old Mutual Personal Financial AdviceHermanus
financial planning process. Conduct a GDM and complete a financial needs analysis. Gather, collate, analyse recognized professional bodies ie.FPI (FSA, RFP, CFP). completion of the prescribed regulatory exams, class meet the DOFA/Fit & proper requirements (if candidate has a DOFA date) A valid Driver's license and
Branch Advisor Somerset West
Old Mutual Personal Financial AdviceSomerset West
financial planning process. Conduct a GDM and complete a financial needs analysis. Gather, collate, analyse recognized professional bodies ie.FPI (FSA, RFP, CFP). completion of the prescribed regulatory exams, class meet the DOFA/Fit & proper requirements (if candidate has a DOFA date) A valid Driver's license and
Branch Advisor Hermanus
Old Mutual Personal Financial AdviceHermanus
financial planning process. Conduct a GDM and complete a financial needs analysis. Gather, collate, analyse recognized professional bodies ie.FPI (FSA, RFP, CFP). completion of the prescribed regulatory exams, class meet the DOFA/Fit & proper requirements (if candidate has a DOFA date) A valid Driver's license and
Account Executive Stellenbosch
Express Employment Professionals Sa - MidrandStellenbosch
R50 000 - R60 000 Executive (Employee Benefits). The successful candidate should reside in the Stellenbosch / Cape Town designed to meet their clients needs. The successful candidate will be able to: Establish and maintain relationships successful candidate should meet the following minimum requirments: Matric AND NQF Level 5 and / or CFP qualifications Office). Afrikaans and English. The successful candidate will have to show excellent analytical, prioritisation
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