Financial Planning Specialist
8 hours ago
* Grade 12
* Degree related to Financial Industry preferred
* Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits
* Completed the class of business exam
* Completed the RE 5 exam
* Registered with the FSCA as a full representative
* 3 to 5 years experience as a representative rendering financial advice and intermediary services.
Responsibilities:
* Establish professional relationships with clientele
* Prospecting and closing of new business
* Gathering of financial data and setting financial objectives
* Strong Analyzing skills
* Developing and presenting financial planning recommendations
* Implementation of financial planning recommendations
* Monitoring of financial planning and recommendations:
Preferred Qualities:
* Excellent communication and negotiation skills
* Passion for Financial Planning and Wealth Management
* Meticulous Advisors
* Strong ethical compass
* Discipline in achieving long term financial success
* Risk Management -focus approach
* Strong Mathematical skills
* Specialist knowledge of investments, saving and Money Management
* Advanced Network skills
Benefits:
* Lucrative income potential
* Professional acceleration
* In Depth Inhouse Training across the product range
* Back Office Support
* Benefits and commissions to discuss during interview selection
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