, or Accounting. Preferred Certification: Certified Financial Planner (CFP). Experience: 3–5 years in banking, wealth management... solutions in wealth creation, risk management, and wealth preservation, requiring strong financial acumen, a solid understanding...
and Experience: Education: Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics...Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team...
Planner) or CFA (Chartered Financial Analyst). 3-5 years of experience in financial planning, wealth management, or advisory...: or email us your CV: * Please use "Wealth/Financial planner" as your subject line when applying via email We will contact you telephonically in 3 days...
Planner) or CFA (Chartered Financial Analyst). 3-5 years of experience in financial planning, wealth management, or advisory...: or email us your CV: * Please use "Wealth/Financial planner" as your subject line when applying via email We will contact you telephonically in 3 days...
Planner) or CFA (Chartered Financial Analyst). 3-5 years of experience in financial planning, wealth management, or advisory...: or email us your CV: * Please use "Wealth/Financial planner" as your subject line when applying via email We will contact you telephonically in 3 days...
Town and Durban with flexibility for remote work. The Wealth Planner will be responsible for financial planning, investment... services sector. Role Description This is a full-time hybrid role for a Wealth Planner at EQ-FIN located in Bryanston, Cape...
Service. An experienced Financial Planner to join the team in Sandton, with the flexibility of remote work. This is an ideal...Join a Leading Financial Services Provider in South Africa, known for our Innovative Solutions and Exceptional Customer...
BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for Financial Planning Post Graduate / Honours students... to join the BDO Financial Planner Trainee programme, towards becoming a CFP® Professional. The Traineeship is a 2-year...
Description BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for Financial Planning Post Graduate... / Honours students to join the BDO Financial Planner Trainee programme, towards becoming a CFP® Professional. The Traineeship...
Financial Planner - Gauteng Locations for Gauteng Region: Welkom, Centurion, Middelburg, Nelspruit Randfontein... Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to Nedbank clients in order to make...
Financial Planner - Gauteng Locations for Gauteng Region: Welkom, Centurion, Middelburg, Nelspruit Randfontein... Affected - Yes Job Purpose To provide financial expertise and wealth creation advice to Nedbank clients in order to make...
We have a permanent role for a Wealth Manager based in Sandton. We need someone to serve as a full financial services...: Relevant Degree in Investment or Economics. Certified Financial Planner. - Experience: 3 to 5 years' experience in a similar...
and Experience: Education: Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment, Economics...Job Title: Wealth Manager (Hybrid) Role Overview: The Wealth Manager is a vital member of a collaborative team...
measures. Qualifications Minimum Qualifications Wealth Management / Financial Planning qualification (or any FAIS aligned... qualification) - Preference for Certified Financial Planner (CFP®) RE5 & RE1 Minimum required qualification and experience in...
to the Managing Director and Lead Financial Planner, including scheduling meetings, preparing reports, and managing... or a related field. Certifications: Progress toward or completion of relevant certifications, such as Certified Financial Planner...
. Qualifications: Degree in Business Management, Marketing, or related NQF 6 qualification. Certified Financial Planner... a crucial role in fostering a culture of financial planning and advice that strengthens client relationships and drives...
and Lead Financial Planner, including scheduling meetings, preparing reports, and managing communications. Maintain accurate...: Progress toward or completion of relevant certifications, such as Certified Financial Planner (CFP). Experience: At least 5...
FSB's qualification requirements. Certified Financial Planner (preferred). Registered Key Individual. Experience...Our client is seeking a dynamic Provincial Manager to bring the company's financial planning advice strategy to life...