Financial Advisor

2 weeks ago


Paarl, Western Cape, South Africa Multiform Human Development Full time

Remuneration:

to be discussed during the interview process and to be based on commission structure, according to a percentage split between the Advisor and the Company.


Nature of employment:
The successful incumbent will be employed on a permanent basis after completion of a probationary period.

Experience
The successful incumbent will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services

Formal education and qualifications as a minimum requirement

  • Matric
  • Successfully completed the Class of Business exam
  • Successfully completed the Regulatory Exam for representatives (RE5) exam
  • Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
  • Currently registered with the Financial Sector Conduct Authority as a full representative
  • Must be computer literate on a basic to intermediary level on Microsoft software
  • Must have excellent negotiation and presentation skills and possess the ability to realise deals
  • Must have high initiative and entrepreneurial skills and must be able to work independently
  • Own transport and cellular telephone is mandatory

Inherent requirements and skills applicable to this vacancy

  • Excellent analytical skills
  • Excellent communication skills
  • A sound understanding of various financial policies, products and portfolios
  • Passionate about customer care
  • Ability to work independently
  • Attention to detail
  • Innovative, outgoing and a dynamic persona

Responsibilities

  • Prospecting and closing of new business
  • Maintaining of existing business
  • Developing and presenting financial planning recommendations and or alternatives to clientele
  • To have a holistic approach to financial advice
  • Establishing and defining a professional relationship with clientele
  • Gathering of financial data and the setting of financial objectives
  • Analysing and evaluating of financial information
  • The implementation of financial planning recommendations
  • The monitoring of the financial planning recommendations


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