Senior Independent Financial Advisor

1 week ago


Centurion, South Africa SydSen Recruit Full time

Gauteng, Centurion
- Negotiable (Negotiable)

Senior Independent Financial Advisor
- Centurion, Pretoria

A well established company in Pretoria is looking for a
**Senior Independent Financial Advisor **to join our awesome team.

**Duties and Responsibilities**:

- Build and deepens relationships by providing a high-quality client experience in all interactions.
- Promote financial products offered by the various product providers
- Obtain and review clients’ investment goals, time horizons and tolerance for market volatility.
- Schedule, prepare, hold and execute on follow up items for all client meetings
- Produce, present and review/update financial plans designed to help clients achieve their financial needs.
- Serves as a primary liaison between client and the FSP.
- Earn/ask for introductions to new clients by focusing on relationship building

**Requirements: (Non-negotiable)**
- FSCA approved Degree/Diploma
- At least two years’ experience as a Financial Advisor
- RE5
- Own laptop and car
- Last 12 months commission statements
- Ability to obtain new clients

**The FSP is licensed to sell the following financial products**:

- Life Insurance products
- Investments
- Medical Insurance
- Medical Aid
- Short term insurance: Commercial & Personal Lines
- Training will be provided on all the different products that are provide_.

**APPLY NOW**

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**SYDSEN RECRUIT - THE NEXT LEVEL OF EMPLOYMENT.**
- For more information please contact:

- Kalinka Smit



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