Financial Administrator

2 weeks ago


Bedfordview, Gauteng, South Africa Unique Personnel Full time

Job Number

  • 72905

Job Type

  • Permanent

Job Title

  • Financial Administrator

Computer Skills

  • Ms Office

Industry

  • Financial Services

City

  • Bedfordview

Province

  • Gauteng
  • We are looking for entrepreneurial individuals as well as experienced sales professionals, who are considering a career change.
  • We will train and mentor you in wealth management and creation, to be a Financial Adviser in our market leading organisation. To become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients.
  • If you are an experienced Financial Adviser, you are more than welcome to make contact with us, lets talk about our Value Proposition.
  • Connect with us if you are a graduate wanting to build a career in this dynamic industry.
    Job description.
  • Sourcing and meeting potential clients.
  • Establish their financial needs and goals.
  • Enabling a professional Financial Needs Analysis to be drafted.
  • Dispensing / selling of suitable financial insurance products and Investment.
  • Ongoing servicing of client book
    Inherent Requirements

Minimum requirements for this position:

Own Vehicle

  • Cell Phone and Laptop
  • Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
  • RE 5 qualification (preferable)
  • 2yrs Financial Advisory Experience (preferable)
  • Professional appearance.
  • No Criminal record and clean ITC listing
  • Benefits:
  • Training provided
  • Mentorship Program
  • Professional Infrastructure nationwide
  • Leads
  • Multiple streams of income form a variety of long and shortterm products, Medical aid and Gap cover as well as referral commission form other product houses
  • Admin & Paraplanning assistance for external products.
  • Flexible hours
  • Production rewards and incentives
  • Career growth opportunities
    What Qualification
  • Insurance / Finance

Minimum Qualification

  • Any

Status

  • Available


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