Welcome to the FPI Careers Hub

Are you looking for a job? Have a look at all the available positions below:

 



Independent Wealth Managers is a very well established and growing group in the Umhlanga area. Clientele are high net worth individuals, corporates and trusts. We have a dedicated team of Paraplanners and are seeking an addition to the growing team.

Location: La Lucia Ridge, Durban

Salary: Negotiable based on level of experience and qualifications.

Benefits: Group Life, Group RA, Bonus.

Requirements:

Prospective candidates would need to meet the following criteria to apply:

• CFP® Professional or Postgraduate Diploma in Financial Planning

Duties (include but not limited to):

1. Preparation of Records of Advice for both Local and Offshore Investments, and Long-Term Assurance.

2. Preparation of Financial Plans (Death, Disability and Retirement).

3. Investment Portfolio and Underlying Fund Investigations and formulating of own ideas for recommendations.

4. Client portfolio investigations (both investment and risk products).

5. Keeping abreast of the changing tax and legal environment.

6. All recommendations investigations and financial plans are prepared by the Paraplanners but in conjunction with the advisor.

7. Once recommendations have been finalised, a request is handed to our administrators to prepare the forms but it is the planner’s responsibility that the paperwork is correct.

Excellent long term career prospects.

Please email applications to Feroza Khan: ferozak@iwm.co.za

Telephone enquiries: 087 150 9848



The Financial Planning Institute (FPI), a SAQA-recognised professional body, is seeking the services of an experienced Facilities Supervisor. Reporting to the Facilities Manager, the candidate selected will be responsible for the maintenance and upkeep of the FPI Building and premises, inclusive of related administration. The incumbent will supervise the Facilities Team, whilst setting and monitoring Facilities processes and ensuring optimal service delivery to internal as well as external clients.

Essential Functions:
• Maintenance of the office premises, including the building and surrounds;
• Maintenance of all office equipment;
• Management for premises security and access;
• Develop and maintain all Office related processes;
• End to end supervision of the Facilities team (3 staff members);
• Management of all Service Delivery Processes and ensure that deadlines are met;
• Co-ordinate couriers & post and related processes;
• Service Level Agreement Management and ensuring compliance with all service levels and client satisfaction;
• Service Catalogue Management;
• Incident Escalation reporting and setting and maintenance of reporting processes;
• Supplier Relationship Management;
• Budgeting and forecasting;
• Staff appraisals.
Qualifications:
• Minimum Matric Certificate (or equivalent);
• Training in Facilities Management or a related field will be preferred.
Skill & Experience:
• At least 3 years prior experience in Facilities;
• At least 3 years prior experience in Building Maintenance & Security;
• At least 1 years prior experience in managing people;
• Excellent oral and written communication skills; • Excellent interpersonal skills;
• Ability to remain organised under pressure;
• Computer literate (MS WORD, EXCEL, ETC);
• Ability to operate under pressure in a charged environment;
• Mature person, with strong people management skills.
Remuneration:
• The salary band for this role is between R 16 500,00 to R 29 500.00, and any offer made will be strictly based on the level of candidates skills, qualifications and experience;
• The above package is a CTC Package, inclusive of provident fund, medical aid and other risk benefits.
Closing date and contact:

• The closing date for applications herein is 31 January 2018;
• Applications must include a letter of interest including salary expectation, curriculum vitae, and the names, telephone numbers and email addresses of three contactable references.
• All applications must be submitted electronically to: clayton@fpi.co.za
• Please consider you application to be unsuccessful if you do not receive a response within 14 days thereof.
Please note that in advertising this job vacancy, FPI affirms its commitment to Employment Equity and that EE candidates will be preferred.



The Financial Planning Institute (FPI), a SAQA-recognised professional body, is seeking the services of an energetic Business Development Consultant. Reporting to the General Manager of the Centre for Professional Development (CPD), the successful applicant will drive sales targets by effectively positioning and promoting the Company’s products and services to potential clients, whilst assisting Management in developing sales strategies and providing detailed reporting.

Essential Functions:
• Develop and implement sales strategy for products and services;
• Establish and build new relationships with existing and potential clients;
• Sourcing of new clients(companies and individuals, business deals and potential partners);
• Actively promote Continuous Professional Development & developmental events (webinars, conferences, online Continuous Professional Development, Road Shows, FPI Convention);
• Demonstrate business planning skills to achieve sales targets;
• Prepare and deliver Presentations, post event requests and debriefs;
• Analyse event performance and provide event feedback and statistics to management;
• Develop an in depth understanding of Company products & services;
• Identify Training Gap Analysis for Companies and Individuals;
• Assist organisations to define their training objectives;
• Keep appraised of competitor activities & pricing;
• Plan and execute campaigns;
• Co-ordinate any marketing campaigns to prospects;
• Track and report on event statistics;
• Assist in general department matters when required.

Applicants With The Following Will Be Preferred:
• Background in training and development;
• Post Graduate in Financial Planning;
• CFP® Designation;

Qualifications, Skill & Experience:
• 3 – 5 years’ experience in a business development role;
• Relevant knowledge and experience in the Financial/Insurance industry;
• Business development and strong marketing skills;
• Excellent interpersonal skills to develop relationships with internal and external stakeholders;
• Written and oral communication skills;
• Negotiation skills;
• A driven sales approach that ensures targets are met;
• Demonstrated commercial acumen and strong understanding of business requirements;
• Excellent analytical skills;
• Computer literate i.e. Microsoft Office, Microsoft PowerPoint & Microsoft Excel.
• Must be willing and able to travel extensively;

Remuneration:
• The salary band for this role is between R 20 366,95 – R 43 967,50 CTC per month, and any offer made will be based on skill, qualifications and experience;
• Package is inclusive of provident fund, medical aid and other risk benefits.

Closing date and contact:

• The closing date for applications herein is Friday 23 FEBRUARY 2018.
• Applications must include a letter of interest including salary expectation, curriculum vitae, and the names, telephone numbers and email addresses of three contactable references.
• All applications must be submitted electronically to: recruitment@fpi.co.za
• Please consider you application to be unsuccessful if you do not receive a response within 14 days thereof.
Please note that in advertising this job vacancy, FPI affirms its commitment to Employment Equity and that EE candidates will be preferred.



Essential Functions:
• Advisory and intermediary duties associated with a Financial Advisor.
• To give advice to clients
• Generate own leads and prospects
• Set up individual meetings with prospective clients
• Identify the client’s personal financial goals
• Analyse the client’s personal financial position to identify actions to be taken.
• Create a financial action plan and recommendations.
• Implementing action plans by recommending appropriate financial solutions and products.
• Delivering post sales care.

Minimum Requirements:
• Matric
• Appropriate industry qualification or in process of obtaining it. Preferably CFP®
• Completed RE
• Computer literate
• Clear credit and criminal record
• Own vehicle/transport
• Valid driver’s license
• 2 years’ experience

Benefits:
• Income negotiable.
• Office infrastructure but working from home is encouraged.
• Admin and compliance backup.
• Boardroom facilities.
• Office Location: Centurion.

To apply call Martin Struwig on 086 13 77709 or email admin1@dotport.co.za

Quoin Wealth is an authorised financial services provider (FSP licence number 13251) offering personal financial planning to South Africans. Quoin Wealth is associated company of the Grant Thornton Cape Town group of companies. We have a vacancy for a financial planner in our Cape Town office. Reporting to the managing executive, you will primarily be responsible for providing holistic financial planning and wealth management advice to both new and existing Quoin Wealth clients. The scope of advice encompasses both risk needs analysis and investment planning using a lifestyle financial planning framework.

Qualifications and designations:
• CERTIFIED FINANCIAL PLANNER® designation
• Regulatory examinations as a FSP licensed representative.

Experience:
• Minimum 7 years’ experience in wealth management and financial planning
• XPlan financial needs analysis and contract relationship management

Competencies:
• Presentable and professional appearance essential
• Excellent communication skills, both verbal and written
• Excellent telephone manner and etiquette
• Methodical and organised
• High attention to detail
• Ability to prioritise
• High level of computer literacy on Microsoft Excel, Word and PowerPoint

To apply, please email ricardo@quoinwealth.co.za or phone 021 417 8756.
Salary is market-related and commensurate with experience and the value of the existing Quoin Wealth client portfolio that will be transferred to the successful applicant. In addition, the role qualifies for participation in the company’s incentive bonus scheme.
We will consider acquiring a client book from the successful applicant if that is an option. It is not necessary though for the applicant to have an existing client book.
Only short-listed candidates will be contacted.

Be part of a vibrant, passionate client interfacing company. We are one of the largest, independent financial planning companies in South Africa. Our aim is to find a skilled, determined and committed Articled Planner for our mentorship programme. Help us empower our clients to retire successfully.

Our mentorship programme is designed to enable our carefully selected Articled Planners to gain relevant and comprehensive experience within a supportive learning environment.

Minimum requirements:
• Matric
• BCom Hons (Financial Planning) or Post Graduate Diploma in Financial Planning preferable.
• Completed Professional Competency Exam (Board Exam)
• CFP® status an advantage.

Experience:
• Computer Literacy: Microsoft Word, Excel and Outlook
• Experience in using financial planning software
• Minimum 1-3 years financial planning experience.

Job specification:
• Salaried position (cost to company with benefits), not commission earning
• Provide technically competent advice
• Assist planner with conducting financial planning meetings
• Conduct financial planning modelling on financial planning tool
• Write minutes and financial plans and implement recommendations
• Put together compliance advice documents.

Please email your CV to Antoinette at recruitment@charteredgroup.co.za

We will only correspond with short listed candidates. Should you not hear from us within ten working days, please consider your application unsuccessful.

Ecsponent Financial Services is seeking qualified individuals for opportunities to become part of the team of Distribution Development Officers/Broker Consultants in all metros and provinces.

The Ecsponent group has achieved triple-digit growth in key performance areas for the past six years, strongly supported by the Investment Services business unit’s effective channel to market for financial services and products. As result, Ecsponent Financial Services (a wholly-owned subsidiary of JSE-listed Ecsponent Limited) is expanding its service offering and geographic footprint.

In everything we do, we are committed to the value of independent financial advice and therefore we are an FPI Corporate PartnerTM. As part of our team, you will benefit from this association to continue academic qualifications, grow industry knowledge and learn coaching skills to support financial advisors.

Core tasks:
As an integral part the group’s distribution channel, your primary focus will be to work with independent financial advisors, providing them with support to reach business objectives. Promoting and marketing the company’s highly successful industry-leading products. Building strong relationships with independent financial advisors and supporting them to grow their business. Meeting and exceeding targets.

Qualifications, experience, skills and personal qualities:
• Matric, with a tertiary qualification at NQF level 6 and RE certificate
• Natural relationship-builder with 3+ years' experience as broker consultant
• Valid driver’s license and own reliable transport
• No criminal record or black listings
• Self-motivated, target and growth driven
• Good IT skills and exceptional communication skills in multiple languages

Apply via email to careers@ecsponent.com before 16 June 2018
Contact Jacques Smith for more information at JSmith@ecsponent.com or 087 8080 100.

The Ecsponent group may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful. Ecsponent Financial Services is an authorised financial service provider registered with the Financial Sector Conduct Authority (FSCA) under license number FSP 32968.

Naviga Solutions, a subsidiary of the Efficient Group, is a discretionary model portfolio manager. We offer a range of investment solutions to cater for the specific needs of a client. In addition to the investment solutions, we have a team of qualified investment consultants with the CFP® designation that support the financial advisors. This creates an end-to-end value chain for financial advisors, which actively promotes best-practice financial planning and investment principles.

Prospective candidates would need to meet the following criteria to apply:

• A financial qualification is essential
• CFP® Professional or Postgraduate Diploma in Financial Planning
• At least 2 years’ experience
• High level of computer literacy on Microsoft Excel and Word

Key Responsibilities:
1. Compile investment proposals for financial advisors
2. Prepare financial plans
3. Analyse investment portfolios in Morningstar
4. Assist financial advisors with investment related queries

Salary:
Negotiable based on level of experience and qualification.

Location: Bellville, Cape Town.

Please email applications to diaan@naviga.co.za.





Lifestyle Financial Planning and Employment Benefits
Permanent
Advisory fee remuneration


Purpose of the role:
• Responsible to assist and empower clients to achieve their lifestyle and financial goals by initiating a (lifestyle) financial planning discussion.
• To uncover clients future goals (both personal and financial).
• To provide future fit advice, conduct a holistic financial needs analysis and present appropriate solutions to new and existing clients.
• Responsible to build a client centric practice through prospecting and referrals, Proventus Capital will also provide the candidate with a current client base together with a revenue from this client base, applying best practice principles as provided by the practice, maintain long-term business relationships with your clients, review and revise the plans as required on an ongoing basis and ensure the practice complies with FAIS and other related legislation.


Qualification:
• CFP designation
• Preferably RE1 & 5

Technical Skills And Experience:
• 2-3+ years financial planning experience

Behavioural competencies:
• Customer focus
• Teamwork
• Building relationships
• Results driven
• Applying professional, technical expertise
• Entrepreneurial thinking
• Relating and networking


Contact details for CV: info@proventuscapital.co.za



Capstone Wealth Managers is a well-established Financial Advisory and Investment Management company in Quellerina. We are looking to hire a financial advisor to look after 90 clients with investment assets of more than R140 million.

Location: Constantia Kloof, Quellerin.
Salary: Market related salary and generous commission structure
Working Hours: Flexible


Requirements:
• Experience in local and offshore investments;
• CERTIFIED FINANCIAL PLANNER® professional and/ or tertiary qualifications with an investment bias.

Kindly email your CV to Chenai at chenai@cstone.co.za