Certified Financial Planner

2 weeks ago


Pretoria, 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**:

- **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


  • Financial Planner

    6 days ago


    Pretoria, Gauteng, South Africa EQ-FIN Full time

    Are you ready to start your career as a Financial Planner? We are looking for aspiring Financial Planners who are passionate about helping individuals and families achieve financial success. Join our dynamic team and help clients achieve their fina...Matric (Essential) BCom / Finance related degree (Desirable) 1-2 years working experience Own transport Valid...


  • Pretoria, South Africa The Recruitment Council Full time

    IntroductionThe Retail Life Insurance department is looking for a self-driven, dynamic sales professional who wants to grow their career in supporting clients to financial health. Our client provides life cover to clients in South Africa. Their product aim in partneringwith their clients on their journey to success. They strive to find opportunities in every...


  • Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...


  • Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...

  • Financial Advisor

    1 month ago


    Pretoria, South Africa ES Recruitment Full time

    A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve their financial goals by assessing their financial situation, developing personalized financial plans, and...


  • Pretoria, South Africa Faurecia Full time

    **Job Title : Material Planner Graduate**: **Location : Pretoria**: **Reports To : PC&L Manager**: ***: **Description**: Our [Interior plant] is looking for a Material Planner for its [Pretoria plant] at [Pretoria]. The role of a Material Planner is to verify that production line delivery aligns with minimum stock targets and logistics costs. The main...


  • Pretoria, South Africa Sanlam Full time

    **Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

  • Financial Advisor

    1 month ago


    Pretoria, South Africa The Recruitment Council Full time

    Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to:Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing...


  • Pretoria, South Africa Adzuna ZA B C2 Full time

    Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely.Starting Date: Actively Seeking - ongoing open opportunities Remote or Hybrid options availableIndustry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to :Requirements:Grade 12Degree related to...


  • Pretoria, South Africa Engage recruit Full time

    Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely.Starting Date: Actively Seeking - ongoing open opportunities Remote or Hybrid options availableIndustry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to :Requirements:Grade 12Degree related to...


  • Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

  • Field Agent Pretoria

    1 month ago


    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

  • Financial Advisors

    2 hours ago


    Pretoria, South Africa Engage Recruit Full time

    Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZNStarting Date: Actively Seeking - ongoing open opportunities Remote, Hybrid options availableIndustry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to : Requirements:Grade 12Degree related to Financial Industry preferredCertified...


  • Pretoria, South Africa Sanlam Full time

    Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial...

  • Financial Advisor

    1 month ago


    Pretoria, South Africa Envestpro Full time

    **Explore Lucrative Financial Planning Opportunities!** Unlock Senior & Junior Roles with Envestpro as a Financial Planner. Elevate Your Career with Proven Expertise Envestpro offers a unique path to success for both seasoned Advisors and ambitious newcomers. Experience the pinnacle of financial planning with our comprehensive training and...


  • Pretoria, South Africa Green Marble Recruitment Consultants Full time

    Minimum requirements: Knowledge of the Financial Planning industry. Administrative experience as an assistant to a Financial Advisor. Good understanding of financial products (investments and life products). Proficient in Microsoft Word and Excel. Maths at Matric level would be an advantage. B Com degree / CFP (Certified Financial Planner) or studying...


  • Pretoria, South Africa Adzuna ZA B C2 Full time

    Minimum requirements: Knowledge of the Financial Planning industry.Administrative experience as an assistant to a Financial Advisor.Good understanding of financial products (investments and life products).Proficient in Microsoft Word and Excel.Maths at Matric level would be an advantage.B Com degree / CFP (Certified Financial Planner) or studying towards a...


  • Pretoria, South Africa Green Marble Recruitment Consultants Full time

    Minimum requirements: Knowledge of the Financial Planning industry.Administrative experience as an assistant to a Financial Advisor.Good understanding of financial products (investments and life products).Proficient in Microsoft Word and Excel.Maths at Matric level would be an advantage.B Com degree / CFP (Certified Financial Planner) or studying towards a...


  • Pretoria, South Africa Bantu x Batho Projects PTY Full time

    Ref:BxB2023/02 1 Month Contract In Pretoria Junior Financial Auditor 1. CV detailing 3+ years experience in Accounting or Bookkeeping 2. Belong to an Accounting body - attach proof 3. Diploma in Auditing or Accounting - attach 4. Additional certificates are an added advantage - attach 5. Recently Certified copy of ID **Salary**: R13,000.00 per...


  • Pretoria, South Africa Bantu x Batho Projects PTY Full time

    Ref:BxB2023/01 1 Month Contract In Pretoria Project Leader (Financial Auditor) 1. CV detailing 5+ years experience in Accounting or Bookkeeping (must demonstrate requisite knowledge of the Public Sector AFS review with atleast 5 years experience) 2. Belong to an Accounting body (SAICA/SAIBA) Attach proof 3. Degree in Auditing or Accounting - attach 4....