Financial Planning Associate - Cape Town
Adzuna
Cape Town City Centre · South Africa
- Level
- Mid-level
- On site or Remote
- On-site
- Posted
- 19h ago
About this role
Requirements: Bachelors degree Postgraduate Diploma in Financial Planning CFP® (Certified Financial Planner) qualification Completed Regulatory Examination (RE5) Strong understanding of investment products and financial planning principles Sound knowledge of legislation relating to investments and retirement Understanding of tax within the context of financial planning Excellent attention to detail Effective communication skills Ability to work accurately under pressure Deadline-driven with str…
This is a summary. The employer's full description, including requirements and benefits, is on their own listing.
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Posted 11 October 2026 · Expires 10 November 2026