π Local Job Near You
Financial Planner - presently in industry
Ubuntu Capital
π
midrand, South-Africa
Location
midrand
Posted
June 19, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Overview
Thank you for electing to apply for a Financial Planner position at Ubuntu Capital.
As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act.
What we require of you
Your date of first appointment (DOFA) as a financial planner/advisor
Qualifications
- Passed or currently studying for your RE5
- Tertiary qualification such as a B.Comm is highly advantageous.
- Advanced Financial Planning qualifications (eg: CFP) are highly advantageous.
Behavioural Competencies
- Strong work ethic
- Excellent verbal and written communication skills
- Articulate with confident presentation skills
- Excellent and proven selling ability
- Strong client service orientation
- Attentive to detail and accurate
- Organised with effective time management skills
- Proactive β use initi...