Financial Advisor

2 weeks ago


Cape Town, South Africa Unique Personnel Full time

Job Title
- Financial Advisor
- Job Number
- 72848
- Skills
- Ms Office
- Industry
- Financial Services
- City
- Cape Town
- Job Description
- Sourcing and meeting potential clients.
- Establish their financial needs and goals.
- Enabling a professional Financial Needs Analysis to be drafted.
- Dispensing / selling of suitable financial insurance products and Investment.
- Ongoing servicing of client book.
- Inherent Requirements

**Minimum requirements for this position**:

- Own Vehicle
- Cell Phone and Laptop
- Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
- RE 5 qualification (preferable)
- 2years > Financial Advisory Experience (preferable)
- Professional appearance.
- No Criminal record and clean ITC listing.
- Minimum Qualification
- Bachelors / LLB or Financial
- Terms


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