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Financial Advisor

4 months ago


Gauteng, South Africa RockFort Full time

We are looking to hire vibrant and passionate financial advisers to join our team.

**Responsibilities**:

- Meeting individually with client's to determine their financial objectives, risk tolerance, income, expenses and assets
- Understand clients needs and financial objectives
- Provide full support and solutions to meet the client's needs and financial objectives
- Identifying and pursuing potential clients to maintain a strong client base
- Maintaining compliance with all rules and regulations in the financial industry
- Contacting client's regularly to discover changes in their financial status
- Analyse the financial implicaions of acquiring or cancelling of financial products
- Build and retain clients by maintaining constant contact with clients and providing excellent customer service
- Maintain honesty, integrity and client confidentiality.

Desired Experience and Qualifications
- Matric certificate
- FAIS 120 Credits
- RE 5
- Bachelor's degree in business, finance or related field
- Minimum 1 year sales experience
- Proficient in Word, Excel, Outlook and Power Point
- Valid Driver's License and own vehicle
- Own laptop

**Salary**: R15,000.00 - R30,000.00 per month

Application Question(s):

- Do you have RE5 and own laptop?

Expected Start Date: 2023/06/01