Corporate Financial Specialists
3 days ago
Job Summary:
We are seeking a highly motivated and experienced Financial Advisor to join our team. The ideal candidate will possess excellent communication skills, a strong analytical mind, and a passion for delivering exceptional customer service.
About the Role:
- Provide comprehensive financial guidance to clients, including estate and business insurance
- Help clients achieve their short-term and long-term financial goals
- Develop and maintain strong relationships with clients and internal stakeholders
- Stay up-to-date with industry developments and regulatory requirements
Requirements:
- Possess a Matric certificate and an FSCA-approved qualification (CFP is an asset)
- Hold RE5 certification and have 1-3 years of experience in financial services or insurance
- Keep CPD's or COB's current and maintain a clean ITC
- No criminal record and all fit and proper requirements up to date
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