Financial Planner
1 month ago
This role offers a unique opportunity for a driven and ambitious individual to become a trained Financial Planner.
Key Responsibilities:
- Understand clients' financial needs and goals
- Determine clients' expenses, income, insurance coverage, and risk tolerance
- Provide advice on insurance coverage, investment planning, and cash management
- Regularly review clients' financial data and analyze their financial objectives
- Prepare and interpret financial document summaries, investment performance reports, and income projections
- Manage and update clients' portfolios
- Build and maintain a client base
Requirements:
- Matric
- 2 years Sales experience
- RE 5, FAIS qualification an added advantage but not essential
- Own car
- Drivers License
- Laptop
- Network of clients
What We Offer:
- Full training offered
- Commission-based employment with uncapped earning potential
- Great Leadership and mentorship
This is a FAIS role with a focus on delivering exceptional client service and achieving sales targets.
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