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Financial Advisor

4 months ago


randburg, South Africa Adzuna ZA B C2 Full time

Financial Advisor

Area: Randburg, Gauteng

Salary: 1st 2 months Basic salary R25 000 thereafter commission only

Purpose of the position: Our clients is a franchise of a well-known Financial Service provider and they are looking to recruit Financial Advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.

Duties:

  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Providing strategic advice across a variety of financial products and services
  • Assessing clients overall financial picture, understand their needs and develop a solid financial plan
  • Guiding clients towards a profitable and secure financial decision
  • Performing market research to stay current with financial trends
  • Maintaining compliance with all rules and regulations in the financial industry
  • Identifying and pursuing potential clients to maintain a strong client base

Requirements

  • RE5
  • Matric
  • Relevant NQF5 qualification
  • Minimum 2 years relevant experience
  • Salary slips reflecting three months of earnings (> R25 000.00 per month on average)
  • Class of Business (COB) Long Term and Investments
  • Criminal and credit clear