Senior Financial Advisor

2 weeks ago


Alberton, Gauteng, South Africa Perfect Placement Solutions Full time
Vacancy - JHB

Position:
Senior Financial Advisor

Area:
Alberton

MUST HAVES:

Qualifications:
Relevant degree or post graduate diploma in Financial Planning. A CFP (Certified Financial Planner) would be the ideal/preferential.

Must have more than R200mil. assets under advice.


Must have at least 5 years' experience in rendering advice in terms of investments, life insurance, medical aid and/or employee benefits.

Must be comfortable to start servicing clients on appointment.

Must be able to source clients and build own client base.

Must have own transport.

Salary:
To be discussed.

ONLY SHORT-LISTED CANDIDATES WILL BE CONTACTED

PLEASE READ THE REQUIREMENTS BEFORE APPLYING

Ability to commute/relocate:

  • Alberton, Gauteng: Reliably commute or planning to relocate before starting work (required)

Education:

  • Certificate (required)

Experience:

Financial Advisor: 5 years (required)

License/Certification:
- drivers license (required)

  • CFP (required)


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