Financial Advisor

2 weeks ago


Cape Town, South Africa Cornerstone Advisory Services Full time

Advise clients on financial plans using knowledge of investment strategies, insurance, and retirement plans. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, and financial objectives.

**Skills**:

- Client Relationship
- Business Development
- Research
- Wealth Management
- Analytical Thinking
- Interpersonal Communication
- Verbal, Non-Verbal, Active Listening
- Detail Orientation
- Empathy
- Risk Assessment
- Computer literacy

**Requirements**:

- B.Com Accounting or B.Com Financial Planning (advantageous)
- RE5 (if experienced)
- Own network
- Entrepreneurial drive
- South African ID
- Reliable laptop and internet

**Work Environment**:

- Fun friendly engaging collaborative fast-paced and innovative and professional
- 100% Digital
- 100% Remote Working
- Flexible Work Hours
- CRM Tool (Salesforce)
- Administration Hub
- Personal Assistance
- Compliance Support
- Ongoing Mentorship and Development
- Ongoing Product and Industry Training
- Leads Sourced
- Teams Telephone (Microsoft 365 License)
- Recognition and Reward Incentives

**Benefits**
- 100% Commission based
- Performance Bonuses
- Risk Benefits
- Medical Aid Subsidy (status criteria or after 2 years)
- Provident Fund (after 2 years)
- Profit Share Bonus (after 2 years)

**SHOULD BE BASED IN WESTERN CAPE**

**Salary**: R21,000.00 - R35,000.00 per month

Application Question(s):

- Do you have a reliable laptop and internet?
- Are you comfortable working hybrid and going in to our office once a week in Century City?
- Do you have experience in the financial services industry?

Application Deadline: 2023/12/15
Expected Start Date: 2024/01/08


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