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Financial Advisor
4 months ago
Presenting a significant opportunity for _experienced_ financial advisers to grow and secure their financial practice in our organization, with a national footprint through our affiliate partners within the largest financial services organization in Africa.
This means a diverse and market leading proposition that brings market leading solutions to the adviser and his/her clients in a unique, sustainable and adviser-first way.
Role Description
Benchmark Capital Group is seeking an Experienced Financial Adviser for a full-time hybrid role located in Cape Town and Gauteng with flexibility for some remote work.
Daily tasks include providing personalized financial planning services, *stakeholder management (in-branch), wealth protection and creation, corporate benefits and business assurance.
Qualifications
- Financial Services qualification, RE and CBT.
- Minimum of 2 years of experience in financial planning, investment management, and/or insurance
- 2 years DOFA, supervision completion preferred
- Excellent communication, presentation, and relationshipbuilding skills
- Strong analytical and problemsolving skills
- Ability to work independently and manage time effectively
- Attention to detail and excellent organizational skills
- Experience with financial planning software and tools
- Commitment to ongoing professional development and continuing education
Company Description
Benchmark Capital Group is a financial service and advisory professional affiliate aligned to the largest financial services organization in Africa, and with it all the opportunities that presents.
We attribute our growth and performance to our incredible business partners and market leading value proposition that in turn has consistent practice growth and earnings in our team of financial advisers.
Specializing in customized solutions and services tailored to each individual client's financial life experiences and needs, our team has years of experience in the retail, affluent, and business assurance financial services industry, backed by an experienced operational team servicing our national APC footprint.
As a partner affiliate to Liberty (FSP 2409) and the extensive associations in group, our advisers enjoy the benefits of both independence of individuals with the security and support of corporate, while our clients can rely on the expertise of our professional and qualified team of specialists.
Job Types:
Full-time, Permanent
Pay:
R20 000,00 - R200 000,00 per month
Education:
- Certificate (required)
Experience:
Financial Advisory: 2 years (required)
- Face to Face client: 2 years (required)
