Certified Financial Planner
2 weeks ago
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**:
- **5 - 8 years’ experience in the financial services industry, with at least 5 years in a managerial capacity**:
- In-depth 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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