Certified Financial Planner

2 weeks ago


Pretoria, Gauteng, South Africa Fempower Personnel Full time

Join our client's dynamic team as a Senior Case Manager / Certified Financial Planner (CFP) / Senior Adjudicator and play a key role in driving the resolution of complaints within the organization.

Reporting to the General Case Manager (Teams Resolution Manager), this position offers a stimulating work environment and an opportunity for professional growth.


Requirements:


LLB or BCom Degree:


Certified Financial Planning (CFP) qualification:


  • 8 years' experience in the financial services industry, with at least 5 years in a managerial capacity:
  • Indepth understanding of the financial planning process
  • Comprehensive knowledge of the legal environment, including the FAIS Act, 37 of 2002, and its subordinate legislation
  • Familiarity with Microsoft CRM program (or similar) is advantageous
CareerOpportunity #SeniorCaseManager #FinancialServices #ApplyNow

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