Personal Financial Advisor

2 weeks ago


Cape Town, Western Cape, South Africa Cape Wealth Managers (Pty) Ltd Full time

We have an opening for a Wealth Advisor to join our team to assist in the generation of insurance and investments new business and retain clients through ongoing review.

We are looking for a business focused, driven ambitious individual who wants to grow their own financial planning practice and have access to various product provider solutions to assist them in achieving their financial goals.


Duties and Responsibilities

  • Establish a relationship with your client and agree to conducting a needs analysis to understand and enhance your client's financial objectives.
  • Create financial plans for clients that address their financial objectives.
  • Recommend appropriate financial planning solutions / products to your clients to address their financial needs.
  • Implement and review their agreed financial plan.

Experience and Qualifications

  • Minimum: 2 years of sales experience (FAIS sales experience)
  • NQF5 in Wealth Management (Completed)
  • RE5 for representatives (Completed)
  • Class of Business (Completed)
  • Met required CPD requirements for previous cycle

Additional

  • Own insured transport, cell phone and valid driver's license
  • Ability to conduct meetings online (eg. Microsoft Teams) or Business travel across Western Cape to meet clients
  • Sound knowledge of the Insurance Industry or investment house (Advantageous)
  • Knowledge of MS Office Suite

Job Types:
Full-time, Commission

Salary:
R1.00 - R50,000.00 per month
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