POSITIONS AVAILABLE IN LYNNWOOD GLEN, PRETORIA
We are situated 1,8 kms from the MENLYN PARK Shopping Centre
Interested candidates can send their most recent curriculum vitae to:
info@ultimafp.co.za Attention: RECRUITMENT
POSITION 1: PARA PLANNER
FAIS ACT: REP UNDER SUPERVISION
Requirements:
Qualifications: Bachelor’s Degree
Completed / Studying towards Post Graduate Diploma in Financial Planning
Technical Skills: At least MS Office (Outlook, Word, Excel)
Experience in using MS Teams will be great.
Availability: Between 1st of May – 1 August 2023
Candidates should be willing to do an online habits test and complete our application form.
POSITION 2: CERTIFIED FINANCIAL PLANNER®
Requirements
Qualifications: Bachelor’s Degree and Post Graduate Diploma in Financial Planning
Having passed the CFP® Professional Competency Examination (PCE) as well would be great.
Field of expertise: Financial planning especially retirement planning, estate planning, tax planning, investment planning, risk planning.
Experience: 6 to 7 years
Technical Skills: MS Office (Outlook, Word, Excel, Teams)
CRM & Financial planning Tools: XPLAN / XTOOLS or similar
Experience in using the Integrated Wealth Planner and Asset Map would be just great.
Product experience: Allan Gray, Old Mutual Wealth, Ninety One, PPS Invest or similar
Hollard, PPS or similar
Capital International Group or similar offshore Investment Provider
Availability: Between 1st of May – 1 August 2023
Candidates should be willing to do an online habits test and complete our application form
