Experienced Financial Advisor

2 weeks ago

Cape Town, Western Cape, South Africa Sharenet Full time

Position:
Experienced Financial Advisor

Location:
Cape Town

Education level:
Diploma

Type:
Permanent

Sharenet is looking for an experienced Financial Advisor to join our team. You will require at least 5 years' financial planning experience.

REQUIREMENTS:

  • Minimum of 5 years' financial planning experience.
  • Full FAIS recognised qualification.
  • Has obtained the relevant qualifications.
  • Has passed the regulatory examinations (RE5).
  • Meet Fit and Proper regulatory requirements with regard to personal character and qualities of honesty and integrity.
  • Has proven investment product experience.
  • No negative credit scores /judgements.
  • Knowledge and understanding of the dynamics of the professional client market.
  • Experience and track record in highperformance sales environments.
  • Knowledge of best practice in Financial Planning and Financial Advisory Services.
  • Knowledge and understanding of financial planning through meaningful client engagements.

SKILLS:

  • Excellent communication, interpersonal and listening skills.
  • The capability to explain complex information simply and clearly.
  • The ability to network and establish relationships with clients.
  • Research and analytical skills.
  • Negotiation and influencing skills as well as determination and tenacity.

COMPUTER LITERACY:

  • Proficient in MS Office.
  • Experience using a CRM system preferable.
  • Experience using financial planning software.

RESPONSIBILITIES:

  • Provide financial planning support to clients.
  • Support investment professionals to cultivate client relationships.
  • Prepare financial plans and check their accuracy.
  • Respond to prospective customer queries about financial planning.
  • Assist in the development plans for the company.
  • Maintain awareness of latest legislative changes that may affect financial planning.

About Sharenet:


Sharenet offers is a complete range of financial products and solutions, from financial information, stockbroking, asset and wealth management to insurance.


More than 30 years ago, Sharenet was founded to provide high quality and easily accessible, accurate financial information to clients.


Motivated by our passion for quality and innovation, Sharenet became the first ever vendor of JSE prices via the Internet, which then shaped the whole industry.

Sharenet became a market leader, innovator and a trusted service provider.


Since then, Sharenet has constantly improved its service and as a result has retained its position as the leading provider of financial information to the consumer market.

It is on this platform, that Sharenet has developed its transactional capabilities and significant market share.


Sharenet now offers a value-orientated approach to our clients' financial needs, and delivers a wide range of investment and stock market information, through the site and operates on its own highly sophisticated proprietary developed online trading infrastructure.


Through our value-based culture we create a stronger future every day, empowering people to take their financial future in their hands and to be their key to investing.

Finally, we care about our clients and our colleagues, and we want you to do the same.

How to apply:

  • Tell us about yourself and the work that you have been doing
  • Your design portfolio
  • Your CV

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