About Us

Financial Planning Institute
of Southern Africa

The Financial Planning Institute of Southern Africa is the only professional body in South Africa to offer the FSA™, RFP™ and internationally recognised CFP® professional designations. FPI is a South African Qualifications Authority registered professional body and our professional designations are registered on the National Learning Registered Database.

New Membership

Become an FPI
Member
today

Existing Membership

Already an FPI
Member?

Membership Enquiry

Find out more on
FPI Membership

Professional Financial Planning and Advice For All

Enter the 2024 Financial Planning Institute of
Southern Africa Annual Awards

2024 FPI Professional’s Convention

The 2024 FPI Professional’s Convention themed ‘Cultivate Growth, Harvest Excellence’, will be taking place on the 13th and 14th of August 2024. The event will be hosted at Century City Conference Centre in Cape Town.

Join us at this year’s event and supercharge your financial planning continuous professional development. Our speakers will guide you on a journey of personal and professional growth and you will have the chance to meet our esteemed local and international speakers face-to-face this year. Don’t miss this brilliant opportunity to collaborate with your peers and collectively drive our profession forward.

 

Event information

Venue: Century City Convention Centre, Cape Town
Dates: 13th and 14th August 2024

 

FPI
Posted by FPI
28 February 2023

2024 Top Candidate Award

JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2024 Top Candidate Award The Top Candidate Award goes to the candidate whose performance surpassed all the others’ in the FPI’s CFP® Professional Competency Examination.   Top PCE...

Read More
FPI
Posted by FPI
28 February 2023

2024 Harry Brews’ Award

JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2024 Harry Brews’ Award The Chairman’s Award was introduced in 2010 and in 2013 was renamed the Harry Brews' Award in honour of Harry Brews – who transformed...

Read More
FPI
Posted by FPI
28 February 2023

2024 Diversity and Inclusion Award

JTNDZGl2JTIwaWQlM0QlMjJhbmNob3IlMjIlM0UlM0MlMkZkaXYlM0U=FPI Awards 2024 Diversity and Inclusion Award Our primary aim as the Financial Planning Institute of Southern Africa (FPI) is to engender a community that fosters the value of financial...

Read More

No upcoming events

Exams

Registrations for the 2024 Professional Competency Examinations are currently open. Register online as a candidate member of FPI and apply to sit for the examination from the member portal.

Examination dates for 2024:

CFP® Professional Competency exams

8 & 9 February 2024

25 & 26 April 2024

 

FSA™ & RFP™ Professional Competency exams

8 February 2024

 

Registrations will close two weeks before the examination date.

Cost for the examinations for 2024 is as follows (prices include VAT):
o PCE BOARD ASSESSMENTS (CFP) – R 3,975.00
o PCE BOARD ASSESSMENTS (FSA & RFP) – R 2,155.00
o PCE BOARD REWRITES – R 2,155.00

  • Examinations are conducted online via a proctoring platform.
  • Once candidates are registered and have paid for the examination, they will receive access to the PCE support portal, which includes webinars, previous exam papers and reports and a forum where you can chat with fellow candidates and our technical manager will assist with queries on the subject matter.
  • In addition to the study material found in the PCE support portal, the following learning material is prescribed:

o CFP® PCE – Financial Planning Handbook (latest version)

https://store.lexisnexis.co.za/products/sa-financial-planning-handbook-2023-skuZASKUPG3379

o FSA™ & RFP™ PCE – Fundamentals of Financial Planning Handbook (latest version)
https://store.lexisnexis.co.za/products/fundamentals-of-financial-planning-2023-skuZASKU9781776175864/details

o Both these texts can be purchased from https://store.lexisnexis.co.za

  • A candidate’s employer can contact INSETA to obtain funding for the candidate to write the examination. INSETA can be contacted at 011 381 8900 or email to workerprogrammes@inseta.org.za

https://www.inseta.org.za/wp-content/uploads/2019/02/Application-Form-for-BURSARIES-FOR-YOUTH.pdf

  • Familiarise yourself with the requirements of the examination by downloading the following documentation:
    o Professional Competency Examination Policy
    o Financial Planner Competency Profile (CFP®)
    o Financial Planner Curriculum Framework (CFP®)
    o Financial Advisor Competency Profile & Curriculum Framework (FSA™ and RFP™)
    o FPI Code of Ethics and Professional Responsibility.

 

Exam Guidelines are static and this is accessible on the learning portal once you have access upon exam payment, should the examination guidelines change we will notify all registered examination candidates.

 

Contact us at certification@fpi.co.za or telephone 011 470 6000 if you have any queries.

  Division / Department: Operations | Group Shared Services Job Title: Compliance Administrator Date: 10 May 2024 Main Purpose of Job To provide administrative support to the internal compliance team, ensuring that all compliance-related activities are carried out accurately and efficiently, as well as working closely with all departments to ensure legal compliance regarding specific laws. Direct Reporting Line: Head of Compliance Direct / Indirect reports to this position N/A Required Experience 2-3 years of experience in an administrative role with specific focus in a FAIS compliance environment. Required Education Relevant degree or tertiary risk/legal/or compliance related qualification from a reputable institution & RE5 (advantageous) Professional registration (if applicable) N/A Computer Literacy MS Word, Excel & PowerPoint, or other industry related packages Personal profile and competencies Strong organizational skills, adept at managing multiple tasks and priorities. Attention to detail, proficient with complex information. Tech-savvy proficiency Excellent written and verbal communication skills for effective interaction across all departments Ability to maintain confidentiality and handle sensitive information discreetly   Key Result Area: 1.  Administration and record keeping a. Assist in the preparation of compliance-related documents, such as policies and procedures, risk assessments, templates and audit reports b. Ensure that all compliance-related records and registers are properly maintained and filed. c. Assist with coordination and completion of compliance remediation and projects.   2.  Research, Training and development a. Assist in the development and implementation of compliance training programs for employees. b. Conduct research and analysis on compliance-related topics, and present findings to the compliance team   Kindly submit your CV to marsan@privateclient.co.za by 10 May 2024.

  Division / Department: Operations | Group Shared Services Job Title: Compliance Administrator Date: 10 May 2024 Main Purpose of Job To provide administrative support to the internal compliance...

The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Member Engagement Consultant, to join the Team. The role of the Member Engagement Consultant (MEC) forms part of FPI’s Membership Hub and works collaboratively with both internal and external stakeholders to offer cross-directorate support. Key to the role is the development of a highly successful community engagement strategy whilst strengthening and establishing relationships with strategic partners and members. Additionally the MEC has to develop and execute research projects, marketing campaigns, events and programs that positively promote FPI’s reputation. The successful candidate will report to the Membership Manager, and will have responsibility for the following duties and others as assigned:   TASK MANAGEMENT:  Client Relationship Management / Service and Supplier Management Service and Supplier Management
  • Develop and maintain relationships with FPI stakeholders (industry and member benefits partners)
  • Network with members and identify champions for programmatic engagement, attends CPD events to engage with members promote member benefits.
  Strategic Implementation Member support, satisfaction and retention
  • Monitor, assess and respond to ongoing interests, needs and expectations of members to increase FPI’s value proposition including making recommendations to add or discontinue benefits as needed;
  • Collaborate with other departments to oversee the creation and management of FPI’s online networking communities. Develop various marketing automation and engagement strategies to increase participation and keep the communities active and robust;
  • Develop and implement a holistic community engagement strategy aimed at promoting member involvement, loyalty and satisfaction, including working with regional committees to organise member engagement events;
  • Create content and publishing of informational webinars, website updates, articles, member alerts and updates, FAQs and other documents and processes related to membership services and benefits.
Member networking communities
  • Collaborate with other departments to oversee the creation and management of FPI’s online networking communities. Develop various marketing automation and engagement strategies to increase participation and keep the communities active and robust;
  • Promote the importance and value of membership at every opportunity by attending industry events and forging strong links with clients and partnerships with other industry bodies
  • Support and promote existing network of member led interest groups
  • Increase company involvement with existing clients
  • Plan and execute events, work with existing partners, make site visits to venues, coordinate member events
Member Retention Strategy
  • Assisting the HOD in analysing trends in financial services environment and customer intelligence, in order to develop and implement campaigns and programmes aimed at engagement, satisfaction and retention of members;
  • Support member retention goals by providing critical input into content and creative strategy regarding the development, publishing and serial distribution of all member promotional material such as brochures, webinars, welcome packs and surveys, email, blogs, website and advertisements;
  • Oversee all aspects, of new member on boarding and all welcoming activities to improve and retention.
  • Develop and manage a membership dashboard to identify trends, concerns, successes, engagement, satisfaction, retention, growth as well as efficiency of membership marketing and communication efforts.
  • Assist with the design, development and implementation of annual member retention strategy
  Campaign and Project Management
  • Apply insights and customer intelligence to execute end-to-end (plan, test, execute, measure and refine) programs and deliver remarkable results. Steer strategic campaign development as well as managing tactical day-to-day campaign deliverables.
  Interdepartmental collaboration
  • Participate and contribute on any relevant FPI projects
  • Provide input in the creative strategy on all member promotional materials. Contributes to content development and updating of membership related marketing materials including letters, flyers, direct mails, welcome packs and surveys with specific focus on member retention and member engagement programs.
  Risk Management
  • Identify and assess risks pertaining to the area of responsibility
  • Develop and implementing mitigating plans to manage identified risks
  • Report on mitigating plan implementation
  • Annually evaluate risk ratings of relevant identified risks
  Reporting
  • Provide routine and ad hoc reports
  • Continually monitor and provide reports on member statistics and satisfaction to ensure FPI best serve the needs of members and various communities
  • Draft and submit weekly and monthly performance tracking reports linked to annual activity plans and overall performance in terms of FPI Strategic Objectives.
  Financial Management
  • Develop and implement a detailed, bottom-up annual budget for areas of responsibility.
  • Supply key inputs to the quarterly reforecast, using the most accurate, up-to-date information available.
  • Manage supply chain, procurement and expenses for areas of responsibility
  Operational Management
  • Contribute to the development and implementation of business processes where required.
  • Monthly review the accuracy of the webpage content and continuously update information when required
  • Manage operational processes for efficiency and effectiveness
  Knowledge Management, information and data management
  • Analyse and manage information from data-base to support activity plans
  • Maintain and add to a database of corporate/client contact persons
  • Provide reports on knowledge that was obtained through activities that will contribute to the company strategic implementation plans
  QUALIFICATIONS AND EXPERIENCE:
  • Bachelor Degree
  • Minimum of 5 years’ experience in client relationship management and project management
  • Strong organizational, managerial, and communication skills, with proven ability to handle multiple projects and deliver results.
  • Proficient in Microsoft (MS) Office products (Word, Excel, and PowerPoint), MS Outlook, and can demonstrate the ability to rapidly learn new technology and applications such as membership databases.
  • Experience in supporting volunteer leaders and knowledge of professional bodies will be beneficial
  • Must exhibit excellent verbal and written communication skills including writing and editing marketing materials.
  • Must be able to handle member inquiries in a professional manner.
  • Must possess a high level of organisational and time management skills, attention to detail, and ability to multi-task.
  • Must be able to work independently and in a team-oriented environment
KNOWLEDGE AND SKILLS:
  • Member Services
  • Computer Literacy
  • Customer Service Best Practice
  • Financial Planning Industry
  • Professional Body Organisational Structure and Operating Procedures
  • MIS functionality
  • MS Office
  REMUNERATION: (R 270 151,44 – R 484 425,72 p.a.)   CLOSING DATE AND ADDITIONAL INFORMATION:
  • Please submit applications to: human-resources@fpi.co.za by Thursday, 25 April 2024,  alternatively, please apply via our LinkedIn page.
  • FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.
 

The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Member Engagement Consultant, to join the Team. The role of the Member Engagement...

The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Technical and CPD Manager, to join the Team. The primary role of the Technical and CPD Manager is to manage and supervise team, to manage and produce working templates; tool boxes and best practice approaches and standards for the members, and to write, manage and publish articles for the FPI article databank; design and develop effective learning experiences that meet the needs of professional and affiliate members. The successful candidate will report to the HOD: Membership Hub, and will have responsibility for the following duties and others as assigned:   TASK MANAGEMENT: Staff Management
  • Provide direction; leadership, guidance and support to staff members;
  • Set and communicate staff KPAs;
  • Coach, mentor and motive staff;
  • Conduct performance reviews in line with company standards and ensure that each team member has an individual development plan/career plan;
  • Ensure staff are fully equipped and have received training as identified;
  • Maintain team discipline and deal with matters timeously and fairly;
  • Ensure the team is living the company values, mission and vision, and ensure that HR policies and procedures are adhered to by staff;
  • Provide regular feedback & reporting on staff related matters.
  Candidate Campaign & Student Support
  • Ensure that relevant technical support and candidate support is given to students and candidates writing the Professional Competency Examination is collaboration with Certification Department;
  • Ensure that SME’s/training providers are identified and necessary training provided;
  • Ensure that material on FPI online learning platform and all relevant platforms are relevant and current;
  • Develop and implement candidate support campaigns and related projects.
  Tools and Toolboxes
  • Identify tools that would be beneficial to members in terms of implementing best practice standards for financial planning;
  • Encourage members and competency committees to submit tools;
  • Produce templates and tools where gaps are identified;
  • Manage tools produced and/or submitted by members on the FPI tool databank;
  • Promote the service to members.
  Advocacy Initiatives
  • Draft and maintain FPI Editorial Board Terms of Reference;
  • Manage FPI Editorial board for the Financial Planner Magazine in accordance with its terms of reference;
  • Edit and rewrite portions of technical documents;
  • Write original articles for the databank and FPI’s various publications.
  Technical Committees
  • Manage competency committees to ensure that competency committee deliverables are met;
  • Ensure that mandates are not exceeded and manage process;
  • Identify areas of concern/ interest that require attention from a competency committee perspective on a once off basis in the form of an official FPI commentary;
  • Research, write, manage and oversee written submissions, to the Advocacy team, that effectively form competency committee positions;
  • Maintain existing and forge new relationships with other industry bodies technical departments;
  • Provide administrative assistance and input where needed to assist and drive the competency committees on delivering their mandate.
  CPD Management
  • Oversee and manage the entire CPD process;
  • Schedule, plan & execute all CPD events, in conjunction with RCC and internal departments;
  • Manage and oversee all face-to-face events;
  • Manage internal event tracking system, including reporting relevant statistics to the HOD;
  • Manage Pre-event costing;
  • Manage Post event follow ups (venue, catering, equipment, etc.);
  • Manage post event requests and debriefs;
  • Manage invoicing process; Manage Webinars and all relevant online CPD systems;
  • Identify topics that would be of interest to members and speakers for CPD, through engagement with the competency committees, and communicate this to the Centre for Professional Development;
  • Produce technical webinars for members, from conceptualisation through to distribution / delivery stage.
  • Attend and provide input to relevant IT and Platform meetings;
  • Manage CPD relevant IT systems effectively;
  • Provide training to staff and members on relevant CPD IT systems;
  • Manage and oversee the CPD Team;
  • Coach, mentor and motivate the CPD team;
  • Conduct CPD Team performance reviews;
  • Ensure CPD team is fully equipped and received training as identified;
  • Maintain CPD team discipline and deal with matters timeously and fairly;
  • Regular feedback & reporting on staff related matters.
  Interdepartmental Collaboration
  • Provide for regular interdepartmental collaboration and cooperation initiatives;
  • Participate and contribute on any relevant FPI projects.
  General Administration and Reporting
  • General correspondence and administration completed accurately and timeously.
  • Email, inbox and data managed timeously and effectively.
  • Professional image maintained in all communication.
  • Conduct member surveys bi-annually or when required.
  • Aggregate and compile member survey results and provide analysis.
  • All reporting and feedback requirements met, and reports completed accurately and timeously, according to company requirements.
  • Adhere to departmental processes and standard operating procedures.
  • Supply statistics and information as requested.
  QUALIFICATIONS AND EXPERIENCE:
  • Certified CFP® professional member in good standing;
  • At least 3 – 5 years prior experience within the Financial Services Industry;
  • Degree or Diploma in Financial Planning;
  • Experience Managing subordinates;
  • Excellent presentation, oral and written communication skills.
  KNOWLEDGE AND SKILLS:
  • FPI Position;
  • FSB Positioning;
  • Insurance Industry;
  • Superior command of the English Language;
  • Strong Writing Skills.
  • Communication Management (articles and publications);
  • Management experience;
  • Member Surveys;
  • Relationship Management;
  • Risk Identification and Management;
  • Template and Standards Design and Implementation;
  • Develop and edit online learning material and content
  • Assess learning needs
  • Analyze existing instructional material
  • Develop and design online material and assessment tools
  • Oversee implementation of online learning programs
  • Maintain currency in the field of online learning.
  REMUNERATION: (R 540 000,00 – R 660 000,00)   CLOSING DATE AND ADDITIONAL INFORMATION:
  • Please submit applications to: human-resources@fpi.co.za by Thursday, 25 April 2024,  alternatively, please apply via our LinkedIn page.
  • FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.

The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Technical and CPD Manager, to join the Team. The primary role of the...

ABOUT GMI Gradidge - Mahura Investments (GMI) is a new generation independent financial planning business with offices in Johannesburg, Cape Town and Durban. GMI is an FPI Approved Professional Practice™ and won the FPI Approved Professional Practice™ of the year award in 2021. GMI also won the Top Wealth Manager award in 2018 run by Intellidex. JOB TITLE   Financial Advisor (Investment Specialist): Gauteng, Western Cape & Durban REPORTING TO: Head of Advisors   SUPPORT FOR THE FINANCIAL ADVISOR
  • Independent: not tied to any product provider.
  • Only black owned FPI Approved Professional Practice™
  • Multiple Award-winning brand: Wealth Manager of the Year, 2018; FPI Approved Professional Practice of the Year, 2021.
  • Multiple Lead generation: individuals, corporate accounts and access to database.
  • Marketing initiatives: client appreciation functions, newsletters, articles, networking events, radio and TV interview opportunities.
  • Management and team of advisor support.
  • Administrative support: Service Manager & Service Consult handles all administrative tasks like, quotes, client onboarding, submission of applications, etc.
  • Research and market insights: Para-planner provides access to high- quality research reports, market analysis, and economic insights. And prepares estate plans and investment proposals where appropriate.
  • Compliance and regulatory support: Practice Manager and Key Individuals provides provide guidance, support, and tools to ensure advisors stay compliant with industry regulations.
  • Operations support: Commission reconciliation and payment, IT, reception, employee benefits and staff wellness, etc.
  • Education & skills development: access to workshops, seminars, webinars, and other resources to keep advisors updated and well- informed.
  • Payment for industry affiliations: FPI, FIA, IoDSA etc
  • Technology and tools: CRM system, advanced financial planning software and laptop.
  • Office space: workstation, boardroom, telephone, printing, etc.
  PURPOSE OF POSITION The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve them. This includes investment advice, retirement planning, tax planning, monitoring and reviewing. KEY RESPONSIBILITIES
  • Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
  • Investment Management: Recommend suitable investment strategies and products based on the client's risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the client's goals.
  • Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.
  • Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
  • Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
  • Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
  • Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
  • Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
  • Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
  • Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.
  • Ethical Conduct: Maintain the highest ethical standards and putting clients' interests first in all financial recommendations and interactions.
  SKILLS AND ATTRIBUTES
  1. Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams & PowerPoint)
  2. Excellent written and verbal presentation skills
  3. Active listening
  4. Critical thinking
  5. Professional and presentable
  6. Own reliable transport
  7. Interact professionally with clients and product providers
  8. Perform under pressure
  9. Attention to detail
  10. Takes initiative
  11. Ability to meet targets and deadlines
  12. Organises work smartly
  13. Team player
  REQUIRED KNOWLEDGE / EXPERIENCE Minimum 5 years in financial advisory role. REQUIRED QUALIFICATIONS Minimum bachelor’s degree in financial planning or similar Regulatory Examination 5 for representatives CERTIFIED FINANCIAL PLANNER® Professional will be added advantage REMUNERATION Negotiable with basic plus commission, based on book size, experience and qualification. Annual performance bonus incentive

To Apply:

If you meet the minimum requirements, please email your CV to info@gminvestments.co.za Application closing date: 30 April 2024

ABOUT GMI Gradidge – Mahura Investments (GMI) is a new generation independent financial planning business with offices in Johannesburg, Cape Town and Durban. GMI is an FPI Approved Professional ...

  The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Technical Specialist (Financial Planning), to join the Team. The role of the Technical Specialist is to manage and produce working templates, toolboxes and best practice approaches and standards for FPI members. The Technical Specialist will further be responsible for writing, managing and publishing articles for the FPI article databank as well as management of FPI Competency Committees and RCB (Recognised Controlling Body) management. The successful candidate will report to the HOD: Membership Hub, and will have responsibility for the following duties and others as assigned:   TASK MANAGEMENT:
  • Candidate PCE support
    • Ensure that relevant technical and candidate support is given to candidates writing the Professional Competency Examination in collaboration with Certification Department.
    • Ensure that SME’s/training providers are identified, and necessary to training provided for candidates sitting for the PCE.
    • Ensure that candidate support material and all relevant platforms is relevant and current.
 
  • Tools and Toolboxes
    • Identify tools that would be beneficial to members in terms of implementing best practice standards for financial planning and advice.
    • Encourage members and competency committees to submit tools.
    • Produce templates and tools where gaps are identified.
    • Manage tools produced and/or submitted by members on the FPI tool databank.
    • Promote the service to members.
 
  • Advocacy Initiatives
    • Research, write, manage, oversee and compile written submissions, to the Advocacy team, that effectively form competency committee positions.
    • Edit and rewrite portions of technical documents where applicable.
    • Write original articles for the databank and FPI’s various publications (where necessary).
    • Distribute relevant regulatory updates to members via Higher Logic or relevant platform.
 
  • Competency Committees
    • Manage competency committees to ensure that competency committee deliverables are met.
    • Ensure that mandates are not exceeded and manage process.
    • Identify areas of concern/ interest that require attention from a competency committee perspective on regulations out for public comment.
    • Maintain existing and forge new relationships with other industry bodies (where relevant) within the FPI Stakeholder Engagement Framework.
    • Maintain RCB status by managing relationships with SARS and other Recognised Controlling Bodies.
    • Provide administrative assistance and input where needed to assist and drive the competency committees on delivering their mandate.
 
  • Relationship Management
    • Manage all stakeholder/client relationships via regular stakeholder meetings and active membership community discussions.
    • Ensure adherence to internal Departmental service level agreement standards and deadlines.
    • Provide for regular interdepartmental collaboration and cooperation initiatives.
    • Ensure that the content on the FPI website is managed as a Resource Centre for members and updated on a regular basis.
    • Participate and contribute to any relevant FPI projects.
 
  • Financial Management
    • Manage budget targets and objectives in consultation with HOD.
    • Supply key inputs to the quarterly reforecast, using the most accurate, up-to-date information.
    • Manage expenses of the department and ensure budgets are adhered to.
 
  • Administration and Reporting
    • General correspondence and administration completed accurately and timeously.
    • Email, inbox and data managed timeously and effectively.
    • Professional image maintained in all communication.
    • Conduct member surveys bi-annually or when required.
    • Aggregate and compile member survey results and provide analysis.
    • All reporting and feedback requirements met, and reports completed accurately and timeously, according to company requirements.
    • Adhere to departmental processes and standard operating procedures.
    • Supply statistics and information as requested.
  QUALIFICATIONS AND EXPERIENCE:
  • Must be a CERTIFIED FINANCIAL PLANNER in good standing;
  • Degree/ Diploma in Financial Planning
  • Minimum of 3 years’ experience working experience within the Financial Service Industry, in a technical or similar role
KNOWLEDGE AND SKILLS:
  • Insurance Industry
  • Communication Management (articles and publications)
  • Member Surveys
  • Relationship Management
  • Risk Identification and Management
  • Template and Standards Design and Implementation
  • Technical Writing.
  REMUNERATION: (R 408 000,00 – R 420 000,00 p.a.)   CLOSING DATE AND ADDITIONAL INFORMATION:
  • Please submit applications to: human-resources@fpi.co.zaby Tuesday, 11 March 2024,  alternatively, please apply via our LinkedIn page.
FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.

  The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Technical Specialist (Financial Planning), to join the Team. The role of the...

  The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking an Instructional Design Team Lead, to join the Team. The role of the Instructional Design Team Lead is to design and develop effective learning experiences that meet the needs of professional and affiliate members. The successful candidate will report to the HOD: Membership Hub, and will have responsibility for the following duties and others as assigned:   TASK MANAGEMENT:
  • Staff Management
    • Provide direction; leadership, guidance and support to staff members;
    • Set and communicate staff KPAs;
    • Coach, mentor and motivate staff;
    • Conduct performance reviews in line with company standards and ensure that each team member has an individual development plan/career plan;
    • Ensure staff are fully equipped and have received training as identified;
    • Maintain team discipline and deal with matters timeously and fairly;
    • Ensure the team is living the company values, mission and vision, and ensure that HR policies and procedures are adhered to by staff;
    • Provide regular feedback & reporting on staff-related matters
 
  • CPD Management
    • Oversee and manage the entire CPD process;
    • Schedule, plan & execute all CPD events, in conjunction with Competency Committees and internal departments;
    • Manage and oversee all face-to-face events;
    • Manage internal event tracking system, including reporting relevant statistics to the HOD;
    • Manage Pre-event costing;
    • Manage Post-event follow-ups (venue, catering, equipment, etc.);
    • Manage post-event requests and debriefs;
    • Manage invoicing process; Manage Webinars and all relevant online CPD systems;
    • Identify topics and speakers that would be of interest to members for CPD, through engagement with the competency committees.;
    • Produce technical webinars for members, from conceptualisation through to distribution/delivery stage;
    • Attend and provide input to relevant IT and Platform meetings;
    • Manage CPD relevant IT systems effectively;
    • Provide training to staff and members on relevant CPD IT systems;
    • Manage and oversee the CPD Team;
    • Coach, mentor and motivate the CPD team;
    • Conduct CPD Team performance reviews;
    • Ensure CPD team is fully equipped and received training as identified;
    • Maintain CPD team discipline and deal with matters timeously and fairly;
    • Plan all events in time to allow for sufficient marketing to achieve targets;
    • Regular feedback & reporting on staff-related matters.
 
  • Instructional Design
    • Needs Analysis: Identifying the training needs of professional members and candidates;
    • Curriculum alignment: Ensure that training aligns with FPI’s published curriculums, competency profiles and Code of Ethics & Practice Standards;
    • Content Development: Developing instructional materials such as presentations, manuals, videos, and online modules;
    • Instructional Strategies: Selecting appropriate instructional methods and strategies to facilitate learning, considering factors such as learner preferences and content complexity;
    • Assessment Development: Creating assessments and evaluations to measure learner progress and ensure learning objectives are met;
    • Technology Integration: Leveraging technology and multimedia tools to enhance learning experiences, including learning management systems (LMS), virtual reality, and interactive simulations;
    • Collaboration: Working closely with subject matter experts (SMEs), FPI’s technical specialist, trainers, and other stakeholders to ensure accuracy and effectiveness of training materials;
    • Evaluation and Revision: Conducting formative and summative evaluations of training programs to assess their effectiveness and making necessary revisions based on feedback and outcomes.
 
  • Relationship Management
    • Manage all stakeholder/client relationships via regular stakeholder meetings and active membership community discussions;
    • Ensure adherence to internal Departmental service level agreement standards and deadlines;
    • Provide for regular interdepartmental collaboration and cooperation initiatives;
    • Participate and contribute to any relevant FPI projects.
 
  • Financial Management
    • Manage budget targets and objectives in consultation with HOD.
    • Supply key inputs to the quarterly reforecast, using the most accurate, up-to-date information.
    • Manage expenses of the department and ensure budgets are adhered to.
 
  • Administration and Reporting
    • General correspondence and administration completed accurately and timeously.
    • Email, inbox and data managed timeously and effectively.
    • Professional image maintained in all communication.
    • Conduct member surveys bi-annually or when required.
    • Aggregate and compile member survey results and provide analysis.
    • All reporting and feedback requirements met, and reports completed accurately and timeously, according to company requirements.
    • Adhere to departmental processes and standard operating procedures.
    • Supply statistics and information as requested.
  QUALIFICATIONS AND EXPERIENCE:
  • Relevant qualification in Adult Learning and Development and or Instructional Design
  • Minimum of 3 years’ experience working experience within the Financial Service Industry, in a technical or similar role
  • Degree or Diploma in Financial Planning advantageous;
  • Experience Managing subordinates;
  • Excellent presentation, oral and written communication skills.
KNOWLEDGE AND SKILLS:
  • FPI Position;
  • FSB Positioning;
  • Insurance Industry;
  • Superior command of the English Language;
  • Strong Writing Skills.
  • Communication Management (articles and publications);
  • Management experience;
  • Member Surveys;
  • Relationship Management;
  • Risk Identification and Management;
  • Template and Standards Design and Implementation;
  • Develop and edit online learning material and content
  • Assess learning needs
  • Analyze existing instructional material
  • Develop and design online material and assessment tools
  • Oversee implementation of online learning programs
  • Maintain currency in the field of online learning.
REMUNERATION: (R 420 000,00 – R 516 000,00 p.a.)   CLOSING DATE AND ADDITIONAL INFORMATION:
  • Please submit applications to: human-resources@fpi.co.za by Tuesday, 11 March 2024,  alternatively, please apply via our LinkedIn page.
  • FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.
 

  The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking an Instructional Design Team Lead, to join the Team. The role of the...

  The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Public Relations and Communications Specialist, to join the Team. The role of the Public Relations and Communications Specialist is fundamental to cultivating and preserving an organisation's public image and reputation. This position entails the development and execution of strategic communication plans to ensure consistent and impactful messaging across diverse channels. Key objectives involve nurturing positive relationships with the public, media, and stakeholders and managing crisis communication when required. The specialist is responsible for creating compelling content, overseeing media relations, and leveraging digital platforms to maximize brand visibility and engagement. This role demands a comprehensive understanding of traditional and digital communication landscapes, strategic thinking, and a proactive approach to upholding a positive public image for the organisation. The successful candidate will report to the Chief Executive Officer, and will have responsibility for the following duties and others as assigned: TASK MANAGEMENT:
  • Areas of responsibility
    • Prepare and communicate findings from quarterly PR reports.
    • Edit promotional materials.
    • Form an impressive public-facing brand image.
    • Craft, edit, and distribute press releases.
    • Track industry trends.
    • Communicate with internal teams and external media outlets.
  REQUIREMENTS:
  • Areas of responsibility
    • Develop PR marketing strategies
    • Communicate with press and media representatives
    • Form an impressive public-facing brand image
    • Create and facilitate PR campaigns
    • Organize PR-related events
    • Manage PR crises and issues that involve our organization
    • Develop and integrate content marketing strategies
    • Community management escalation process and template responses
    • Negotiate with media suppliers to achieve the best price for the business (PR)
    • Reporting on all activities monthly using software for automation
 
  • Administration and Reporting
    • General correspondence and administration completed accurately and timeously.
    • Email, inbox and data managed timeously and effectively.
    • Professional image maintained in all communication.
    • All reporting and feedback requirements met, and reports completed accurately and timeously, according to company requirements.
    • Adhere to departmental processes and standard operating procedures.
    • Supply statistics and information as requested.
  QUALIFICATIONS AND EXPERIENCE:
  • Minimum of 5 – 7 years’ experience working in PR and Comms in Finance.
  • Experience in working with third party suppliers by way of briefing PR requirements and negotiating SLAs.
  • Creation and development of content as well as the editing of external content for publishing
  • Understanding of the digital data reporting results and is able to action these into improving ROI.
  • WordPress Content Management - experience is essential
  • Microsoft D365 (Sales & Marketing module) - experience is essential
  • Twitter (X), Facebook, Instagram, YouTube, LinkedIn proficiencies
  • Project management software
  • Adobe Suite for graphic design and editing
  • ORM (online reputation management) tools
  • PR reporting and snipping tools / software
  KNOWLEDGE AND SKILLS:
  • networking and building relationships with the press
  • strategic problem-solving
  • Crisis Management
  • Graphic Design and Video Editing
  • Editorial and Marketing Skills
  REMUNERATION: (R 324 000,00 – R 420 000,00 p.a.)   CLOSING DATE AND ADDITIONAL INFORMATION:   FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.

  The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Public Relations and Communications Specialist, to join the Team. The role of......

  The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Digital Production Manager, to join the Team. The Digital Production Manager role is designed to spearhead the efficient execution of digital projects, aligning them closely with organisational strategic objectives and maintaining high-quality standards. This person will assume a pivotal position in overseeing the entire production process, collaborating effectively with cross-functional teams to deliver digital content that captivates target audiences. From conceptualisation to final delivery, the focus will be on streamlining workflows, optimising resource utilisation, and ensuring the timely completion of projects. The role requires meticulous attention to detail and a strategic mindset, which is instrumental in driving operational efficiency and fostering innovation. This role presents a distinctive opportunity to lead the production of impactful digital content, thereby elevating the organisation's digital footprint in an ever-evolving landscape. The role of the Digital Production Manager is performance focused, with leads acquisition as a font of mind. The Digital Production Manager also manages a team of highly skilled Digital Marketers who focus on expanding website functionality and enhancing the organization's digital presence. Assists in developing, managing, and rolling out a comprehensive marketing strategy that aligns with FPI’s vision. The successful candidate will report to the Chief Executive Officer, and will have responsibility for the following duties and others as assigned: TASK MANAGEMENT:
  • Areas of responsibility
    • Integrated digital Campaigns - experience in setting full campaigns live across all digital channels and reporting.
    • Social media marketing - organic, content marketing (organic and boosted), community management and reporting.
    • Search engine optimization (SEO) - a good understanding of onsite SEO and how to implement it in copy on WordPress including uploading posts and pages.
    • Paid media - a good understanding of paid media across google and social platforms, with the ability to set up campaigns and ads.
    • Customer Journeys - a good understanding of how to set up campaigns in Microsoft D365 in consultation with relevant business units
    • Creative - being able to create / brief the creative requirements in-house or to a 3rd party depending on requirements.
 
  • Digital marketing and reporting
    • Strategise campaigns and once signed off brief into Digital Marketer.
    • Write and build out D365 email marketing campaigns.
    • Provide accurate reports and analysis for campaigns and always on.
    • Research new online media opportunities that may benefit the business.
    • Use web analytics software to monitor the performance of websites and make recommendations for improvement.
    • Contribute to company and industry blogs and manage e-communications.
    • Develop and integrate content marketing strategies.
    • Keep up to date with current digital trends
    • Negotiate with media suppliers to achieve the best price for the business (PR)
    • Reporting on all activities monthly using software for automation.
 
  • Administration and Reporting
    • General correspondence and administration completed accurately and timeously.
    • Email, inbox and data managed timeously and effectively.
    • Professional image maintained in all communication.
    • All reporting and feedback requirements met, and reports completed accurately and timeously, according to company requirements.
    • Adhere to departmental processes and standard operating procedures.
    • Supply statistics and information as requested.
  QUALIFICATIONS AND EXPERIENCE:
  • 3 - 5 years' experience working in working in a digital marketing team in both B2B and B2C.
  • Experience in working with third party suppliers by way of briefing digital requirements and negotiating SLAs.
  • Digital project management including briefing, UAT, and QA for project sign off.
  • Understanding of the digital data reporting results and can action these into improving ROI.
  • WordPress Content Management - experience is essential.
  • Microsoft D365 (Sales & Marketing module)- experience is essential.
  • Google Search Console - experience is essential.
  • Google G4 - experience is essential.
  • Business Managers - social media - experience is essential.
  • Front of wall content boosting - experience is essential.
  • Adobe creative - for basic design for digital collateral.
  • Must be able to manage and develop staff.
  KNOWLEDGE AND SKILLS:
  • networking and analytic skills
  • existing and emerging digital opportunities
  • planning and project management skills
  • management communication skills (up managing)
REMUNERATION: (R 420 000,00 – R 516 000,00 p.a.)   CLOSING DATE AND ADDITIONAL INFORMATION: FPI reserves the right to make an offer or withdraw this role vacancy at its sole discretion.

  The Financial Planning Institute of Southern Africa NPC (FPI), a SAQA recognized professional body, is seeking a Digital Production Manager, to join the Team. The Digital Production Manager rol...

 

PARAPLANNER (JHB ILLOVO)

Reference Number
WTHJHB20NOV23CG
Description:
Para Planner, Financial Planning  BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a Para Planner to join the BDO Financial Planning team, in our Johannesburg office. This appointment is for a full time, permanent position. What this position offers:  •The opportunity to work with senior Financial Planners throughout the 6-step Financial Planning Process, client interactions & meetings. •The opportunity to become part of an existing Financial Planning team and align with the firm’s policies, processes and compliance ethos. •Exposure to client-related events and training programs. •Additional project work and associated functions to further expand your knowledge & skills within the profession and corporate world.
Requirements:
Minimum Requirements to apply: •Certified Financial Planner® professional •At least 3 years’ work experience within a Financial Planning practice. •Experience in working with Elite Wealth’s financial planning software would be an advantage. •Excellent MS Office 365 skills. Required Skills & Measurement of Performance: •A successful candidate will possess an ambition to contribute to and support our Financial Planning team and will understand what it takes to carve a career within this demanding profession. •Good knowledge of the Financial Planning Industry, financial products and financial planning concepts, as well as investments, tax and general financial analysis. •Bi-annual management appraisal related to performance; progress & knowledge gained. •Ability to manage the workload and requirements as laid down or requested via the allocated Financial Planners. •A work ethic that ensures accuracy of work produced and adherence to stipulated turnaround times and attention to detail. General Successful candidates will have the opportunity to work with well qualified and knowledgeable Financial Planners and Practice Manager, as well as being given the opportunity to develop hands on skills & experience. Consent to process your information. By sending us your application, Curriculum Vitae, academic records, qualifications, or any other personal information as defined by POPIA: •You have disclosed up to date and accurate records; and •You agree to us keeping your records in our data base as per our Retention Policy. Declaration By agreeing to the terms herein, you give BDO South Africa the authority to process your personal information. This consent will remain valid until such time as we have received instructions from you to request, subject to any applicable law and where appropriate, the correction, updating or deletion of your personal information held by us. You further acknowledge and declare that all personal information supplied to BDO is accurate, up to date, not misleading and complete in all respects. To apply, please submit the following documents: •Short Resumé/CV •ID document •Academic record •Motivational cover letter on why you wish to pursue a career as a professional Para Planner
 
Additional Information: •Work Level: Mid-Level •Job Type: Permanent •Salary: Market Related •EE Position: Yes •Location: JHB Illovo

Click here to apply

  PARAPLANNER (JHB ILLOVO) Reference Number WTHJHB20NOV23CG Click here to apply Description: Para Planner, Financial Planning  BDO Wealth Advisers (www.bdowealth.co.za) has an opportunity for a ...

    EXTERNAL ADVERT   The Office of the Pension Funds Adjudicator (OPFA) is established in terms of section 30B of the Pension Funds Act, 24 of 1956 to dispose of pension fund complaints lodged in terms of the Act in a procedurally fair, economical, and expeditious manner.   Position: Senior Assistant Adjudicator(s) Position status: Permanent Reporting line: Case Management Team Leader Position location: Pretoria, Ashlea Gardens   Qualifications and Experience:
  • LLB Degree (Bachelor of Laws)
  • Minimum 5 years’ post articles experience as an admitted attorney, practicing advocate, prosecutor or serving at a regulatory body or ombudsman
  • Ability to assess facts, interpret legislation and draft legal documents
  • Experience in the financial services sector will be an added advantage
  • Extensive knowledge and understanding of the Pension Funds Act and the role of the Pension Funds Adjudicator
  Minimum Requirements and Key Competencies:
  • Strong administrative skills including being deadline driven
  • Computer literacy
  • Excellent verbal and written communication skills
  • Ability to think independently and critically about an issue and propose solutions
  • A high level of judgement, confidence, and decisive approach
  • Take initiative in personal development
  • Ability to perform in a high-pressure environment
  Responsibilities:
  • Quality control of draft determinations submitted to the Adjudicator for approval
  • Ensure that all complaints are administered according to the approved workflow process of the organisation
  • Identify, report, and mitigate risks to the organisation and review risk mitigating actions within the area of responsibility
  • Adhere to all deadlines and turnaround times
  • Adherence to organisational values
  • Ad hoc projects and tasks
  Behavioural Attributes: The potential suitable candidate must be a strategic and creative thinker, passionate about service delivery, be able to thrive under pressure. The candidate must be able to display compassion towards members of the public and complainants and have an open-door policy. Energetic, outcomes and deadlines driven attributes are essential. An influential team player, great communicator, with high levels of integrity and professionalism.   Remuneration: OPFA offers market related remuneration commensurate to the successful candidate’s skills and experience. Interested persons may submit applications, inclusive of academic qualifications and CV to careers@pfa.org.za. The OPFA reserves the right not to make an appointment. Regret correspondence will only be sent to interviewed candidates. The OPFA is an equal opportunity employer and as such, preference will be given to candidates from the designated groups in line with the organisation’s employment equity plan. Persons living with disability are highly encouraged to apply.   By completing your details and submitting your application, you consent to OPFA processing your personal information.

    EXTERNAL ADVERT   The Office of the Pension Funds Adjudicator (OPFA) is established in terms of section 30B of the Pension Funds Act, 24 of 1956 to dispose...

INTERNAL/EXTERNAL ADVERT The Office of the Pension Funds Adjudicator (OPFA) is established in terms of section 30B of the Pension Funds Act, 24 of 1956 to dispose of pension fund complaints lodged in terms of the Act in a procedurally fair, economical, and expeditious manner. Position: Assistant Adjudicator(s) Position status: Permanent Reporting line: Case Management Team Leader Position location: Pretoria, Ashlea Gardens Qualifications and Experience:
  • LLB Degree (Bachelor of Laws)
  • 3 years’ experience in the retirement funds industry – administration, management, or regulation
  • Knowledge and understanding of the appropriate legislative and regulatory frameworks
  • Ability to assess facts, interpret legislation and draft legal documents
  • Experience in the financial services sector will be an added advantage
  • Knowledge and understanding of the Pension Funds Act and the role of the Pension Funds Adjudicator
Minimum Requirements and Key Competencies:
  • Computer literacy (MS Word, Excel, Ms Outlook)
  • Take initiative in personal development
  • Team player
  • Analytical skills
  • Drafting skills
  • Critical thinking skills
  • Problem solving skills
  • Ability to work under pressure
  • Good verbal and written communication skills
Responsibilities:
  • Investigate, analyse, and identify the essence of a complaint
  • Draft correspondence and do follow ups with Funds/Fund Administrators
  • Analyse the adequacy of the responses from Funds/Fund Administrators and escalate issues timeously when necessary
  • Prepare a draft determination based on research, adequate analysis of a complaint, discussions with teammates and also by incorporating directions given by their Team Leader
  • Submit quality draft determinations to Team Leader within set timelines
  • Finalise out of jurisdiction matters and settlements within prescribed time period
  • Adequately review and address corrections/review notes from the Team Leader or the Adjudicator timeously
  • Assist the Team Leader or the Adjudicator with projects/ad hoc tasks as and when required
  • Keep record of own statistics and monitor own performance
  • Compile weekly statistics of cases
  • Prepare appeals records to the Financial Services Tribunal
  Behavioural Attributes: The potential suitable candidate must be a strategic and creative thinker, passionate about service delivery, be able to thrive under pressure. The candidate must be able to display compassion towards members of the public and complainants and have an open-door policy. Energetic, outcomes and deadlines driven attributes are essential. An influential team player, great communicator, with high levels of integrity and professionalism. Remuneration: OPFA offers market related remuneration commensurate to the successful candidate’s skills and experience. Interested persons may submit applications, inclusive of academic qualifications and CV to careers@pfa.org.za. The OPFA reserves the right not to make an appointment. Regret correspondence will only be sent to interviewed candidates. The OPFA is an equal opportunity employer and as such, preference will be given to candidates from the designated groups in line with the organisation’s employment equity plan. Persons living with disability are highly encouraged to apply. By completing your details and submitting your application, you consent to OPFA processing your personal information.

INTERNAL/EXTERNAL ADVERT The Office of the Pension Funds Adjudicator (OPFA) is established in terms of section 30B of the Pension Funds Act, 24 of 1956 to dispose of pension fund...

Wealth Manager RMB - Private Bank · Cape Town, Western Cape, South Africa (Hybrid)   TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and private banking   solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change. While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking. As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients. Key responsibilities include:
  • Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
  • Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
  • Collaborating successfully across all relevant areas to achieve shared goals.
  • Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
  • Staying up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
  • Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
  • Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
  • Developing networks and build alliances to grow and strengthen internal support bases.
Qualifications and Experience required:
  • A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
  • Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
  • At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
As a Wealth Manager you will have access to:
  • Our attractive employee value proposition and reward model.
  • Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
  • Opportunities to innovate.
  • Flexible working environment.
  • Deep focus on health and wellbeing
  • Coaches and mentors to help with your professional development.
If you meet the above requirements, we would like to have a conversation with you. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent. All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation. Closing Date: 25 January 2024 Apply: https://www.linkedin.com/jobs/view/3727521829

Wealth Manager RMB – Private Bank · Cape Town, Western Cape, South Africa (Hybrid)   TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and...

Wealth Manager RMB - Private Bank · Gauteng, South Africa (Hybrid)   TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and private banking   solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change. While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking. As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients.   Key responsibilities include:
  • Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
  • Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
  • Collaborating successfully across all relevant areas to achieve shared goals.
  • Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
  • Staying up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
  • Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
  • Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
  • Developing networks and build alliances to build and strengthen internal support bases.
Qualifications and Experience required:
  • A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
  • Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
  • At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
As a Wealth Manager you will have access to:
  • Our attractive employee value proposition and reward model.
  • Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
  • Opportunities to innovate.
  • Flexible working environment.
  • Deep focus on health and wellbeing
  • Coaches and mentors to help with your professional development.
If you meet the above requirements, we would like to have a conversation with you. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent. All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation. Closing Date: 25 January 2024 Apply: https://www.linkedin.com/jobs/view/3727523164

Wealth Manager RMB – Private Bank · Gauteng, South Africa (Hybrid)   TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and private banking...

  Wealth Manager RMB - Private Bank · KwaZulu-Natal, South Africa (Hybrid)   TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and private banking   solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change. While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking. As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients. Key responsibilities include:
  • Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
  • Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
  • Collaborating successfully across all relevant areas to achieve shared goals.
  • Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
  • Staying up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
  • Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
  • Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
  • Developing networks and build alliances to grow and strengthen internal support bases.
Qualifications and Experience required:
  • A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
  • Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
  • At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
As a Wealth Manager you will have access to:
  • Our attractive employee value proposition and reward model.
  • Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
  • Opportunities to innovate.
  • Flexible working environment.
  • Deep focus on health and wellbeing
  • Coaches and mentors to help with your professional development.
If you meet the above requirements, we would like to have a conversation with you. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent. All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation. Closing Date: 25 January 2024 Apply: https://www.linkedin.com/jobs/view/3727527098

  Wealth Manager RMB – Private Bank · KwaZulu-Natal, South Africa (Hybrid)   TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and pr...

Wealth Manager RMB - Private Bank · Pretoria · Gauteng, South Africa (Hybrid)   TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and private banking   solutions that span all stages of our client’s wealth journey. Our strong record of excellence, combined with a reputation for innovation and a genuine interest in the people we serve, inspires us to craft insightful solutions that evolve as our clients’ financial needs and aspirations change. While most Private Banks compete on the same basis, it is RMB's people, our owner-manager culture, collaborative spirit, and values that distinguish us from the rest. As a respected talent brand, RMB Private Bank creates an environment where exceptional people can create their own opportunities, supported by sound banking principles and innovative thinking. As a Wealth Manager, you will be in a team working closely with our clients and their families, tailoring financial solutions to suit their unique needs while supporting legacy building across generations. RMB Private Bank is seeking experienced Wealth Managers, to form part of our team and provide expert holistic legacy and wealth management advice to our high-net-worth clients. Key responsibilities include:
  • Formulating innovative solutions for our high net-worth clients on their wealth journey whilst being cognisant of market trends and variables that may impact their investment plans.
  • Maintaining an expert knowledge of all FirstRand approved products, application procedures, processing, and timelines, whilst using this knowledge to drive relevant sales targets.
  • Collaborating successfully across all relevant areas to achieve shared goals.
  • Ensuring compliance with relevant statutory, legislative, policy, and governance requirements.
  • Staying up to date with relevant legislative amendments and industry best practices, as well as the Company's internal compliance procedures.
  • Ensuring that the quality of advice remains high and consistent and in line with RMB Private Bank’s investment philosophy and product approved matrix.
  • Contributing to sustaining a competitive edge through external networking, benchmarking, and representation on related forums.
  • Developing networks and build alliances to grow and strengthen internal support bases.
Qualifications and Experience required:
  • A Certified Financial Planner (CFP) with a graduate qualification in Finance, Investment or Economics or related degree.
  • Solid experience in providing custom built solutions to our client’s wealth portfolios at a managerial level is a fundamental requirement for this role.
  • At this level, the Wealth Manager will have CAT 1 licenses, signed off for supervision. CAT 2 licenses would be an advantage.
As a Wealth Manager you will have access to:
  • Our attractive employee value proposition and reward model.
  • Opportunities to network and collaborate with all stakeholders across the FirstRand Group.
  • Opportunities to innovate.
  • Flexible working environment.
  • Deep focus on health and wellbeing
  • Coaches and mentors to help with your professional development.
If you meet the above requirements, we would like to have a conversation with you. In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. You must not be an unrehabilitated insolvent. All suitably qualified candidates will be considered. Appointments will be made in line with the Bank's Employment Equity Strategy. FirstRand actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation. Closing Date: 25 January 2024 Apply: https://www.linkedin.com/jobs/view/3727519973

Wealth Manager RMB – Private Bank · Pretoria · Gauteng, South Africa (Hybrid)   TRADITIONAL VALUES, CUTTING-EDGE SOLUTIONS RMB Private Bank offers leading wealth management advice and pri...

Financial Planning Institute of Southern Africa

Our members offer more than just
Financial Planning

We have built a group of brands that encompass all things financial

The FPI Group

The Hube

A dynamic space built for events, co-working, conferences and so much more. Visit the link to find out more.

The FPI Group

YFPO

A member led FPI community. YFPO is actively seeking under-45s who work as and aspire to work as financial planners.

The FPI Group

FPIMyMoney123

A wealth of information on financial education including workshops, tips and tricks and much more.

Existing Membership

Login to your The Financial Planning Institute of Southern Africa account

Financial Planning Institute of Southern Africa

Our Latest News

Bunono Dangazele
Posted by Bunono Dangazele
15 November 2023

Lara Warburton, CFP®, claims top honors at FPI 2023 gala awards

14 November 2023   FOR IMMEDIATE RELEASE   LARA WARBURTON, CFP®, CLAIMS TOP HONORS AT FPI 2023 GALA AWARDS   Johannesburg, 14 November 2023 – The Financial Planning Institute of...

Read More
Bunono Dangazele
Posted by Bunono Dangazele
19 October 2023

Financial Planning Institute of Southern Africa

Subscribe to the The Financial Planning Institute of Southern Africa Newsletter