Ultima Vacancies

POSITIONS AVAILABLE IN LYNNWOOD GLEN, PRETORIA

We are situated 1,8 kms from the MENLYN PARK Shopping Centre

Interested candidates can send their most recent curriculum vitae to: [email protected] Attention: RECRUITMENT

POSITION 1:                  PARA PLANNER
FAIS ACT: REP UNDER SUPERVISION

Requirements

Qualifications:                Bachelor’s Degree
Completed / Studying towards Post Graduate Diploma in Financial Planning
Technical Skills:              At least MS Office (Outlook, Word, Excel)
Experience in using MS Teams will be great.
Availability:                  Between 1st of May – 1 August 2023

Candidates should be willing to do an online habits test and complete our application form.

POSITION 2:                   CERTIFIED FINANCIAL PLANNER®

Requirements

Qualifications:                 Bachelor’s Degree and Post Graduate Diploma in Financial Planning
Having passed the CFP® Professional Competency Examination (PCE) as well would be great.
Field of expertise:            Financial planning especially retirement planning, estate planning,
tax planning, investment planning, risk planning.
Experience:                     6 to 7 years
Technical Skills:               MS Office (Outlook, Word, Excel, Teams)
CRM & Financial planning Tools: XPLAN / XTOOLS or similar
Experience in using the Integrated Wealth Planner and Asset Map would be just great.
Product experience:        Allan Gray, Old Mutual Wealth, Ninety One, PPS Invest or similar
Hollard, PPS or similar
Capital International Group or similar offshore Investment Provider
Availability:                   Between 1st of May – 1 August 2023

Candidates should be willing to do an online habits test and complete our application form.

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Contact Ultima

Contact us

Physical Address:

73 Kariba St, Lynnwood Glen, Pretoria, 0081

Telephone:

+ 27 12 348 1386

Fax:

+ 27 12 348 3706

Email:

Contact us


Contact info

Physical Address:

73 Kariba St, Lynnwood Glen, Pretoria, 0081

Telephone:

+ 27 12 348 1386

Fax:

+ 27 12 348 3706

Email:

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