Financial Planner

3 days ago

Cape Town, South Africa Unique Personnel Full time

Job Title
- Financial Planner
- Job Number
- 73065
- Skills
- communication,Networking,Sales
- Industry
- Financial Planner
- City
- Cape Town
- Job Description
- Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client. Recommend risk and investment solutions that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences. Work with your manager and mentor to build your financial planning practice by effective methods and strategies. Acquire clients actively via telephone, mail, referrals, and networking events. Maintain proper documentation following pre-set guidelines established by compliance and management. Comply with all industry rules and regulations and remain future fit.
- Inherent Requirements
- South African Citizen Tertiary Education (Finance, Financial Planning, Business Management) Clear credit and criminal record. Valid Driver’s Licence and Own Vehicle Self-motivated and well-networked. Excellent Communication Skills Previous Sales Experience
- Minimum Qualification
- Bachelors / Financial Planning, Finance, Investments or Business Management
- Terms

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