Financial Advisor

5 days ago

Potchefstroom, South Africa Helderberg Personnel Full time

My client, a well established financial services provider is seeking to employ a Financial Advisor with an RE5 certificate and 1 - 2 years relevant experience. The purpose of this role is to deliver personalized solutions to assist client’ work towards their long-term financial goals. Ability to generate financial plans and cross-checking work to ensure complete accuracy of information a must.
financial advisor

**Responsibilities**:

- Qualify and target clients in the relevant market segment in order to establish a strong client base.
- Conduct a financial needs analysis with the client to establish their future goals and needs.
- Identify and convincingly market suitable products to the clients that satisfy the clients’ needs. Close the sale and comply with the relevant compliance and legislation.
- Keep abreast of new developments in the industry and market trends.
- Develop relationships with clients by reviewing at regular intervals.
- Comply with the Mission Statement and Objectives of the company
- Competencies:

- Delivering results and meeting customer expectations achieving personal work goals

**Minimum Requirements**:

- Min Matric
- Relevant tertiary qualification advantageous
- Minimum 1 - 2 years’ experience as a Financial Advisor
- RE5 Certificate
- Computer literate
- Own vehicle and valid driver’s licence

**Benefits**:
Lucrative commission and bonus structure on offer

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