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Posted: Jul 21, 2022

Deadline: Not specified
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talentCRU is a Level 1 B-BBEE accredited, full-service recruitment process outsourcing and managed services provider that forms part of the global Adcorp workplace solutions group.
Executive Financial Planner (Western Cape)
- Job Type Full Time
- Qualification Bachelors , National Certificate (NCV)
- Experience
- Location Western Cape
- Job Field Finance / Accounting / Audit
Job Purpose
- Grow your financial planning business within one of Africa's leading institutions.
- To provide holistic financial planning solutions to Private Banking and Business Banking clients.
- To tailor make these solutions in order to solve for clients’ individual financial needs.
Key Responsibilities/Accountabilities
- Financial and Estate Planning Advice and Financial Solutions
- Relationships with Internal Network
- Relationships with New and Existing Clients
- Provide a Service to Customers
- People Management
Minimum Qualification and Experience
- Diploma Finance and Accounting
- Qualification aligned with the Financial Sector Conduct Authority requirements
- FAIS Fit and proper requirements
Preferred Qualification
- Bachelor of Commerce Finance, Legal degree
- Certified Financial Planner, Wealth management certificate
go to method of application »
Executive Financial Planner (Eastern Cape)
- Job Type Full Time
- Qualification Bachelors , National Certificate (NCV)
- Experience
- Location Eastern Cape
- Job Field Finance / Accounting / Audit
Job Purpose
- Grow your financial planning business within one of Africa's leading institutions.
- To provide holistic financial planning solutions to Private Banking and Business Banking clients.
- To tailor make these solutions in order to solve for clients’ individual financial needs.
Key Responsibilities/Accountabilities
- Financial and Estate Planning Advice and Financial Solutions
- Relationships with Internal Network
- Relationships with New and Existing Clients
- Provide a Service to Customers
- People Management
Minimum Qualification and Experience
- Diploma Finance and Accounting
- Qualification aligned with the Financial Sector Conduct Authority requirements
- FAIS Fit and proper requirements
Preferred Qualification
- Bachelor of Commerce Finance, Legal degree
- Certified Financial Planner, Wealth management certificate
go to method of application »
Executive Financial Planner (Gauteng)
- Job Type Full Time
- Qualification Bachelors , National Certificate (NCV)
- Experience
- Location Gauteng
- City Johannesburg
- Job Field Finance / Accounting / Audit
Job Purpose
- Grow your financial planning business within one of Africa's leading institutions.
- To provide holistic financial planning solutions to Private Banking and Business Banking clients.
- To tailor make these solutions in order to solve for clients’ individual financial needs.
Key Responsibilities/Accountabilities
- Financial and Estate Planning Advice and Financial Solutions
- Relationships with Internal Network
- Relationships with New and Existing Clients
- Provide a Service to Customers
- People Management
Minimum Qualification and Experience
- Diploma Finance and Accounting
- Qualification aligned with the Financial Sector Conduct Authority requirements
- FAIS Fit and proper requirements
Preferred Qualification
- Bachelor of Commerce Finance, Legal degree
- Certified Financial Planner, Wealth management certificate
go to method of application »
Executive Financial Planner (Mpumalanga)
- Job Type Full Time
- Qualification Bachelors , National Certificate (NCV)
- Experience
- Location Mpumalanga
- Job Field Finance / Accounting / Audit
Job Purpose
- Grow your financial planning business within one of Africa's leading institutions.
- To provide holistic financial planning solutions to Private Banking and Business Banking clients.
- To tailor make these solutions in order to solve for clients’ individual financial needs.
Key Responsibilities/Accountabilities
- Financial and Estate Planning Advice and Financial Solutions
- Relationships with Internal Network
- Relationships with New and Existing Clients
- Provide a Service to Customers
- People Management
Minimum Qualification and Experience
- Diploma Finance and Accounting
- Qualification aligned with the Financial Sector Conduct Authority requirements
- FAIS Fit and proper requirements
Preferred Qualification
- Bachelor of Commerce Finance, Legal degree
- Certified Financial Planner, Wealth management certificate
Method of Application
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Executive Financial Planner (Western Cape)

Executive Financial Planner (Eastern Cape)

Executive Financial Planner (Gauteng)

Executive Financial Planner (Mpumalanga)

Method of Application

Send your application

Related Companies Hiring Now

Career Advice

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Did you notice an error or suspect this job is scam? Tell us.

Jobs at talentCRU

Executive Financial Planner (Western Cape)

Executive Financial Planner (Eastern Cape)

Executive Financial Planner (Gauteng)

Executive Financial Planner (Mpumalanga)

Method of Application

Send your application

Related Companies Hiring Now

Career Advice

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