Financial Services Expert

7 days ago


Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time
Key Responsibilities

The successful candidate will be responsible for developing new business and maintaining existing business relationships with clients.

Key Responsibilities Include:

  • Building and maintaining relationships with clients to increase loyalty and generate new business opportunities.
  • Developing and maintaining comprehensive financial plans for clients, taking into account their short- and long-term financial objectives.
  • Generating new business through referrals and cross-selling of the organization's services.

Requirements

  • 3-5 years experience as a Wealth Advisor or similar position.
  • Knowledge of Workpool and Google Docs.
  • Industry-related qualification.
  • Registered as a Representative of a related FSP.
  • FAIS legislature requirements, including RE1 and RE5.
  • Responsible for meeting CPD requirements.

Additional Requirements

  • Regular travel within South Africa and neighboring countries.
  • Ability to maintain and improve knowledge of various products and stay up-to-date with industry and regulatory changes.
  • Responsible for adherence to compliance, operational procedures, and practice management standards.

Perfect Placement Recruitment

This role requires a detail-oriented and organized individual with excellent communication and interpersonal skills.

The ideal candidate will have a strong understanding of the financial services industry and be able to maintain and improve their knowledge of various products.



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