' financial needs, wants, and desires, is seeking a full-time, permanent Certified Financial Planner. You'll be responsible... Planning Certified Financial Planner (CFP) accreditation with up-to-date CPD points. An MBA is advantageous...
Job Summary Job Title: Certified Financial Planner Location: George WC, or Cape Town WC Company: Property Investor...-skilled and experienced Certified Financial Planner to join our client's team. The Certified Financial Planner...
Job Title: Certified Financial Planner Location: George WC, or Cape Town WC Company: Property Investor with over 30... and experienced Certified Financial Planner to join our client's team. The Certified Financial Planner will be responsible...
, or administration. CFP (Certified Financial Planner) qualification preferred. Who You Are: Highly motivated and target-driven... partnerships across multiple channels, including: ✅ Discretionary Fund Managers ✅ Independent Financial Advisers (IFAs) ✅ Direct...
of Regulatory Examination 5 for representatives. CERTIFIED FINANCIAL PLANNER® designation is a valuable addition. Remuneration...Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal...
Financial Planner designation or currently in the process of obtaining it. Postgraduate diploma in financial planning...Job Title: Junior Financial Advisor Reporting To: Regional Head Purpose of the Job: The Junior Financial Advisor...
Industry Bcom | Relevant Tertiary Education required Certified Financial Planner | CFP RE 5 Completed Proficient in CRM...Minimum Requirements: Must have a minimum of 5 years experience as a Wealth Manager in the Financial Services...
- Certified Financial Planner (CFP) Experience - 3 to 5 years’ experience in a Banking, Investment, Financial Planning, Wealth... growth to deliver on sales targets. Provide appropriate banking and financial solutions across an allocated portfolio...
(advantageous). Postgraduate diploma in planning or Certified Financial Planner (CFP) (advantageous). Regulatory Exam 1 (RE 1... potential of top-performing financial advisors. This role focuses on developing and executing Value Creation Plans (VCPs) as the...
Planning CFP® (Certified Financial Planner) Regulatory Examination (RE5) (Completed) 6. Soft Skills Competencies Attention..., legislative requirements relating to investments and retirement, as well as tax in the context of financial planning. Key areas...
and Experience: Education: Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics... that utilizes a data-informed Integrated Advice approach. This role takes a holistic view of each clients financial circumstances...
, Finance, Investment, or a related field. Professional qualifications such as CFP (Certified Financial Planner) or CFA... for developing strategic relationships within the retail investment market, including Independent Financial Advisors (IFAs...