Financial Planner

3 weeks ago

Paarl, South Africa Vine Full time

Our client in Paarl is currently recruiting for a Financial Planner / PA o join their team.

**Minimum Requirements**:

- Matric
- Successfully completed the Class of business exam
- Successfully completed the RE5 exam
- Currently registered with the Financial Sector Conduct Authority as a full representative
- Two-or-more years, experience as representative rendering Financial Planning and Intermediary services
- Must be computer literate on a basic to intermediary level on Microsoft software
- Must have excellent negotiation and presentation skills and possesses the ability to close deals
- Must have high initiative and entrepreneurial skills and must be able to work independently

**Responsibilities will be, but not limited to**:

- Attending to client consultations for new business and service-related needs
- Maintaining of existing business
- Developing and presenting financial planning recommendations and/or alternatives to clients
- To have a holistic approach to financial advice
- Establishing and defining a professional relationship with clients
- Analyzing and evaluating of financial information
- The implementation of financial planning recommendations
- The monitoring of the financial planning recommendations
- Oversee the administration of a financial planning practice, including but not limited to compliance,

revisions, marketing opportunities, etc.

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