Financial Advisor

1 week ago


Gauteng, South Africa African Ambition Consulting Full time

**Financial Advisor**

**Commission Based + Benefits**

**Location: Boksburg/ Rosebank/ Kimberley/ Bloemfontein**

**Role**:

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Personal financial advisors assess the financial needs of individuals and help them with decisions on investments and insurance.
- Advisors help clients plan for short
- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

**Professional Requirements**:

- Must have access to a car.
- 2 years’ experience in the industry and long-term product category DOFA.
- CPD and COB compliant
- Completed RE and full qualification/started journey to full qualification, with a proven sales record.
- Has a solid client base and can provide proof of production.

Pay: Up to R13 000,00 per month

Application Question(s):

- Do you have access to a car?


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