Financial Advisors, Rosebank

Financial Advisor

Sandton

Job Purpose:

Company is intent on bolstering our adviser footprint to better service neglected segments within the middle to affluent South African population. We are offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are successfully vested as financial adviser

Requirements

• Matric / Grade 12
• Tertiary qualification
• 2 years' Financial Advisory sales experience will be an advantage
• RE5 and FAIS qualifications an advantage
• Clear credit record and criminal record
• Must have Own transport and drivers' license

Responsibilities:

• Establish and define professional relationship with clients
• Gather data including goals
• Analise and evaluate financial status
• Develop and present financial planning recommendations and/or alternatives
• Implement financial planning recommendations
• Monitor the financial planning recommendations

To apply: Please send Word format CVs to and use Financial Advisor as reference.