DESCRIPTION
My client is a financial advisory consultancy, looking for energetic financial advisers.
My client, a Waterfront-based financial advisory firm, is looking for
Financial Advisors to join your team and help build strong relationships with your clients and provide them with financial advice and solutions.
REQUIREMENTS
Complete qualification recognized by FAIS
RE 5
Not under supervision for all product categories.
Minimum 2 years of experience as an advisor
Minimum earnings of R300,000 in the last 12 months
No negative credit scores / judgments
Non-negotiable
CFP qualification
Bachelor of Finance or related field
Experienced business assurance
Valid license and own transport
RESPONSIBILITIES
Provide financial planning support to clients.
Support investment professionals to cultivate client relationships
Prepare financial plans and verify their accuracy
Respond to inquiries from potential clients about financial planning.
Assist in the development plans of the company.
Maintain awareness of the latest legislative changes that can affect financial planning.
This company is a licensed financial services provider with a vision to help create and maintain significant wealth.
HOW TO APPLY
Email heather@personastaff.co.za
