Diploma in Financial Planning. CFP® (Certified Financial Planner). Regulatory Examination (RE5) (Completed...Job Summary Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking...
in Financial Planning. CFP® (Certified Financial Planner). Regulatory Examination (RE5) (Completed). Responsibilities...Our Client, a leader in the Financial Services Industry (investments in the retirement space), is seeking to employ...
expectations. Qualifications & Experience: Certified Financial Planner® (CFP®) designation. Bachelor of Commerce (BCom) degree... insights. Technical Expertise: Demonstrate a deep understanding of financial markets, investment strategies, and portfolio...
a Wealth Manager or Financial Planner doing the technical admin and you need to be fluent in English and Afrikaans...Is this you? You've worked in a support role supporting Financial Advisors but you're keen to make a change...