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George, South Africa Multiform Human Development Full timeExperience The successful incumbent will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services.Formal education and qualifications as a minimum requirement Matric Successfully completed the Class of Business exam. Successfully completed the Regulatory Exam for representatives (RE5) exam....
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Financial Advisor
2 weeks ago
George, South Africa Multiform Human Development Full timeExperienceThe successful incumbent will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services.Formal education and qualifications as a minimum requirementMatricSuccessfully completed the Class of Business exam.Successfully completed the Regulatory Exam for representatives (RE5) exam.Certified...
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Financial Admin Assistant
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Financial Admin Assistant
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George, South Africa Sydsen Full timeFinancial company seeking a highly organized and detail-oriented Financial Administrator to join their team and support the financial operation to ensure the financial advisor can focus on providing high-quality financial advice and services to clients, while the administrator handles the essential support tasks that keep the practice running...
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Financial Admin Assistant
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Financial Advisor
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Financial Admin Assistant at
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Financial Admin Assistant at SydSen Recruit
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Financial Planner Concept Wealth
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George, South Africa Sanlam Full timeWho are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...
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Wealth Manager
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George, South Africa FirstRand Bank Limited Full timeDescription To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that...
Financial Advisor
1 month ago
Minimum Requirements:
Matric
Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
Successfully completed the Class of business exam
Successfully completed the RE5 exam
Currently registered with the Financial Sector Conduct Authority as a full representative
Two-or-more years, experience as representative rendering Financial Advice and Intermediary services
Must be computer literate on a basic to intermediary level on Microsoft software
Must have excellent negotiation and presentation skills and possesses the ability to close deals
Must have high initiative and entrepreneurial skills and must be able to work independently
Own transport and cell phone is mandatory.
Responsibilities:
Prospecting and closing of new business
Maintaining of existing business
To have a holistic approach to financial advice
Establishing and defining a professional relationship with clientele
Gathering of financial data and the setting of financial objectives
Analyzing and evaluating of financial information
Developing and presenting financial planning recommendations and/or alternatives to clientele
The implementation of financial planning recommendations
The monitoring of the financial planning recommendations
