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Financial Advisor
1 month ago
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
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