Certified Financial Planner Jobs
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Engineering Jobs-Pretoria
services, research, and operational tasks and to provide Senior and Junior Planners with internal advice services:
• Research on advice-related issues to be utilized in client reports/record of advice.
• Upload client financial information onto...
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Exceed HR and Recruitment-Stellenbosch
Certified Financial Planner (CFP) required in Stellenbosch . […]
Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
Manage incoming calls and make sure that all calls...
compujobs.co.za -
The Recruitment Council-Midrand
Admitted attorney; Certified Financial Planner (CFP) is advantageous.
• Proficient in Microsoft Office....
The Recruitment Council-Cape Town
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.
• Continually update knowledge on financial...
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The Recruitment Council-Bedfordview
Role Overview
Our client is seeking a driven Junior Financial Advisor to join its team. This role is ideal for a Certified Financial Planner (CFP®) or someone actively working toward CFP® certification. The advisor will work closely with senior...
Standard Bank of South Africa Limited-Johannesburg
regulatory and Standard Bank Group policies.
Key Responsibilities:
1. Drive provincial strategy to deliver on SBFC’s financial goals and initiatives.
2. Lead, coach and manage a high-performing team of Regional Managers and Financial Planners.
3. Conduct...
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The Recruitment Council-Johannesburg
improvements.
Qualifications and Experience:
• Minimum Education: Degree in Finance, Economics, or Accounting.
• Preferred Certification: Certified Financial Planner (CFP).
• Experience: 35 years in banking, wealth management, or financial planning...
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Cashbuild Limited-Cape Town
your accreditation as a Certified Financial Planner (NQF8) at our cost and pursue a rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, with full training, accreditation...
The Recruitment Council-Johannesburg
Education:
• Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics, or a related field.
• Experience:
• Significant experience in delivering custom-built solutions for client wealth portfolios at a managerial...
4 similar jobs: Newcastle, Durban, Cape Town, Pretoria
Cashbuild Limited-Worcester (WC)
your accreditation as a Certified Financial Planner (NQF8) at our cost and pursue a rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, with full training, accreditation...
The Recruitment Council-Johannesburg
Minimum Qualifications & Skills:
• Certified Financial Planner (CFP®) or currently working towards the certification.
• Minimum of 13 years of experience in financial planning or wealth management.
• Strong understanding of investment strategies...
Cashbuild Limited-Paarl
your accreditation as a Certified Financial Planner (NQF8) at our cost and pursue a rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, with full training, accreditation...
CF Consulting-Pretoria
compliant qualifications (RE5 and COB3 preferred).
A 3-year diploma or degree in Financial Planning, Business, Finance, or Economics (minimum NQF Level 5).
Strong aspirations to become a Certified Financial Planner (CFP®).
Remuneration:
Competitive basic...
Cashbuild Limited-Somerset West
your accreditation as a Certified Financial Planner (NQF8) at our cost and pursue a rewarding career in the Financial Services Industry. This opportunity offers an exciting career within the financial services industry, with full training, accreditation...
The Recruitment Council-Centurion
2. Post graduate diploma in financial planning.
3. Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
4. Comprehensive understanding of the company’s financial landscape and distribution channels.
Experience...
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