Investment Consultant
3 weeks ago
This is an opportunity for a dynamic Investment consultant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.
Salary Commission only 50/50 Split
Duties
- Provide financial advice and planning.
- Handle and solve client enquiries.
- Business maintenance and development
**Qualifications**:
- Minimum requirements:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
- CFP® Qualification preferably
- Regulatory Exam for Representatives passed.
- 3+ years’ experience in a financial service environment
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)Valid driver’s license and own vehicle
Application Deadline: 2024/03/09
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