Financial Advisor

2 months ago


George, South Africa Multiform Human Development Full time
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.

Shortlisted candidates will be expected to undergo psychometric testing and background screening.


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