Financial Planner (risk Specialist) (durbanville/welgemoed)
AN EXCITING CAREER OPPORTUNITY EXISTS FOR A FINANCIAL PLANNER (RISK SPECIALIST) IN DURBANVILLE/WELGEMOED TO JOIN SOUTH AFRICAâS LEADING PROPERTY INVESTORâS GROUP AND ONE OF THE FASTEST GROWING RENTAL MANAGEMENT COMPANIES.
Please Note:
If you do not fit the specification with the minimum requirements your application will not be accepted for this position. Shortlisted candidates may be required to complete an Assessment or Test to demonstrate your knowledge of this position.
Requirements:
- Degree/Post-graduate diploma in Financial Planning
- 3 – 5 years’ experience in writing life policies/retirement annuities/units trusts
- CFP designation or working toward obtaining designation
- RE5 completed
- Thorough understanding of underwriting process and administration.
- Thorough understanding of compliance and procedures
- Familiarity with CRM programs such as IRESS Xplan
Applicants must reside in DURBANVILLE/WELGEMOED or surrounding area.
Only South African citizens, who are suitably qualified, live in the applicable area and meet the requirements of the position are eligible to apply for this vacancy.
Please take note: if you have not been contacted within 14 days, please consider your application unsuccessful.
Visit our website to view all of our current vacancies: www.mprtc.co.za