Financial Advisor

4 weeks ago

Paarl, South Africa Multiform Human Development Full time

**Remuneration**:to be discussed during the interview process and to be based on commission structure, according to a percentage split between the Advisor and the Company.

**Nature of employment**: The successful incumbent will be employed on a permanent basis after completion of a probationary period.

**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

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