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 Friday 10 November 2017;
• 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.





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



The Financial Planning Institute (FPI), a SAQA-recognised professional body, is seeking the services of an experienced Event Coordinator in our Centre for Professional Development. Reporting to the CPD Manager, the successful candidate will be expected to support Management in delivering continuous professional development (CPD) activities across multiple channels, whilst ensuring service excellence.


Essential Functions:

• Budget & expense analysis, & budget analysis per event;
• Adhere to budget allocation for events, obtain quotes; prepare and submit invoices for payment;
• Perform site visits and inspections;
• End to end event administration including speaker arrangements; agreements and guidelines, printing of workbooks, name tags, attendance registers;
• Cancel unpaid registrations, send attendee agendas; update delegate attendance figures;
• Produce and manage event briefs and documents;
• Manage event feedback;
• Follow up on outstanding payments;
• Load & open events on relevant IT platforms;
• Manage event documentation (Reminders, invitations, payment reminders, cancelations/etc.);
• Manage Couriers and event attendance registers;
• Receive, manage where relevant, escalate complaints directed to CPD;
• Receive, prepare, dispatch and follow up on all online orders and payment allocations.
• Provide intelligent reporting aimed at driving direction and process;

Qualifications:

• Grade 12 (or Matric equivalent); and
• Minimum of three (3) years’ experience in an event coordination or administrative role;
• Further qualification in Events Management (or related course) will count as an advantage;

Skill & Experience:

• High proficiency in MS Office products (Outlook / Word / Excel)
• Strong organisational skills;
• Ability to rapidly master new technology and applications;
• Strong verbal and written communication skills;
• Client focused;
• Attention to detail, and the ability to multi-task;
• Able to work independently and in a diverse team-orientated environment.
• Experience in working with budgets & expense analysis;
• Intelligent reporting.

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 10 December 2017;
• 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.



Small Financial Planning practice, with 30 years’ experience, looking to hire a Financial planner. We pride ourselves on delivering a focused personalized service. Working in an upmarket and private office environment, based on the Berea, Durban, using leading edge planning tools.
Suitable candidates must meet the FAIS Fit and Proper requirements and needs to have the following:
• Honesty and Integrity;
• CERTIFIED FINANCIAL PLANNING professional or working towards;
• Completed the RE5 exam, with at least 6 months working experience.

Remuneration - Salary with profit sharing.
Email detailed CV to anton@antonkoch.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

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