Executive Financial Advisor
5 days ago
We are looking for experienced financial adviser to join our team
If you are looking to enhance your practice and grow your bottom line, we have a support structure of experts in place to help you achieve this. We have a proven track record of assisting advisers who are fairly new to industry as well as the seasoned professionals achieve new heights.
The ideal candidate will deliver personalized financial planning solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate should have great networks in place to ensure a growing client base.
Commission Only role-Training allowance provided
Responsibilities
To grow and service client base
Provide financial planning support to clients
Prepare financial plans and check their accuracy
Qualifications & requirements:
RE5 Qualification
Minimum 120 Credits in Finance or related field( or studying towards this)
Minimum 2 years of experience as a Financial Adviser
Strong understanding of the investment business
Excellent interpersonal skills
Drivers license and own vehicle
Own laptop
- Please note credit and criminal checks will be completed - no applicants under debt review would be permitted.
CVs can be forwarded to
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