Wealth Adviser

2 weeks ago

Pretoria, South Africa Hutech Head Office Full time

**_Position: Wealth Adviser_**

**_Industry: Insurance_**

**_Location: Pretoria, Gauteng_**

**Minimum Requirements**:

- Matric;
- Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 Credits);
- Successfully completed the Class of Business exam;
- Successfully completed the RE5 exam;
- Currently registered with the Financial Sector Conduct Authority as a full representative rendering Financial Advice and intermediary services;
- Must be computer literate on a basic to intermediary level on Microsoft Software;
- Must have high initiative and entrepreneurial skills and must be able to work independently;
- Own transport, laptop and cell phone are mandatory;
- Fluent in English and Afrikaans.

**Responsibilities**:

- Prospecting and closing of new business;
- Maintaining of existing business;
- To have a holistic approach to financial advice;
- Establishing and defining a professional relationship with clientele;
- Gathering of financial data and the setting of financial objectives;
- Analysing and evaluating of financial information;
- Developing and presenting financial planning recommendations and/or alternatives to clients;
- The implementation of financial planning recommendations;
- The monitoring of the financial planning recommendations.

**Further requirements**:

- Proof of commission earned;
- Commission statements for the last 3-6 months;
- Must have at least R20 million under Asset Management and must represent a minimum of 50 clients. Assets must be managed by one or more of the following companies:

- Glacier;
- Momentum;
- NinetyOne;
- Allan Gray.

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