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Financial Services Professional

2 months ago

Paarl, Western Cape, South Africa Vine Recruitment Full time
Job Description

Vine Recruitment is seeking a highly skilled and experienced Financial Advisor to join our team.

Key Responsibilities:

  • Prospecting and closing of new business opportunities
  • Maintaining and growing existing client relationships
  • Providing holistic financial advice and guidance
  • Establishing and defining professional relationships with clients
  • Gathering and analyzing financial data to set client objectives
  • Developing and presenting financial planning recommendations and alternatives
  • Implementing and monitoring financial planning recommendations

Requirements:

  • Matric certification
  • Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
  • Successful completion of the Class of business exam
  • Successful completion of the RE5 exam
  • Registration with the Financial Sector Conduct Authority as a full representative
  • At least two years of experience as a representative rendering financial advice and intermediary services
  • Basic to intermediate level computer literacy on Microsoft software
  • Excellent negotiation and presentation skills
  • High initiative and entrepreneurial skills
  • Ability to work independently
  • Own transport and cell phone