Financial Planning Candidate

2 weeks ago


Pretoria, Gauteng, South Africa PM JACOBS FINANCIAL PLANNING Full time

FINANCIAL PLANNING - CANDIDATE ADVERTISEMENT:

PM Jacobs Group specialises in multiple sectors from Legal-; Accounting-; Tax-; Financial Planning-; Projects-; International
- to Renewable Energy services.


Individuals who share our values & our passion will be part of a unique environment providing clients with the ultimate business solution.


Please note that your daily responsibilities will not be limited to Financial Planning and will include assisting with administration etc.


  • B Com/ PGDip (Financial Planning), or
  • BCom LLB Financial Planning, or
  • In the process of completing PGDip in Financial Planning
  • This role requires an graduate professional who is ambitious regarding a career in the financial planning industry;
  • Certified Identity Document;
  • Curriculum Vitae;
  • Certified Copies of Qualification/s (Grade 12 certificate & Tertiary Qualification);
  • Certified Copies of your Academic record/s;
  • Excellent Afrikaans/ English communication, reading and writing skills;
  • Strong Networking and Social Skills; and
  • Clear Credit & Criminal check.

Advantages:

  • Qualification in investments/financial planning/business management would be an advantage.
  • Experience in a client services environment.
  • Knowledge of the Financial Services Industry.
  • FAIS and FICA knowledge.
  • Excellent Afrikaans communication; reading and writing skills.

Procedure:

Job Types:
Full-time, Permanent

Ability to commute/relocate:

  • Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (required)
Application Deadline: 2023/05/31

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