Financial Advisor Assistant
2 days ago
Junior Financial Advisor
Pretoria, Sandton
R400 000 pa inc 13th cheque, provident and medical aid
Contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be flexible to interact with various high-profile clients spread across the demographics of South Africa. Tap into networks and create leads and potential clients.
**Your RE and ER exams must be completed as well as be a certified financial planner (or in the process of acquiring one).** You will need to be knowledgeable on all regulatory and legislative laws. **You will also need to meet the standard of Cat 1 and Cat 11 registration.** CPD points - continuous and registration with FPI.
If you have a high level of understanding of the administrative requirements in the documentation, mandates, processes, systems, products, instructions and service providers, then please give Ros of Impact Consulting Services a call on 082 898 9779 and send your detailed CV.
**Job Types**: Full-time, Permanent
**Salary**: Up to R400,000.00 per year
License/Certification:
- RE & ER exams completed & be a certified financial planner ( (required)
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