Financial Advisor George
Financial Advisor George
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George, South Africa
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Posted: less than a week ago
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Description
Job Overview
The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them. At a glance, it is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.Duties&Responsibilities
Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets. Understand the customer’s personal and financial circumstances – and their goals or dreams for the future, building solid relationships through strong interpersonal and communication skills.Benefits
Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser. Upon successful completion of the Adviser Academy Learning Programme and accreditation to operate as a Financial Adviser, you will receive market competitive remuneration in the form of commission&advice fees, medical aid, group life, funeral, and disability cover. Exceptional support, development coach/mentor, and ongoing learning and training. First-class technology. A great culture with people who do great things every day. Desired Experience&Qualifications
A clear criminal record. A clear credit record. Valid Driver's License. Access to a vehicle for work purposes. Minimum of 2 - 5 years of relevant work experience.
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The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them. At a glance, it is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.Duties&Responsibilities
Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets. Understand the customer’s personal and financial circumstances – and their goals or dreams for the future, building solid relationships through strong interpersonal and communication skills.Benefits
Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser. Upon successful completion of the Adviser Academy Learning Programme and accreditation to operate as a Financial Adviser, you will receive market competitive remuneration in the form of commission&advice fees, medical aid, group life, funeral, and disability cover. Exceptional support, development coach/mentor, and ongoing learning and training. First-class technology. A great culture with people who do great things every day. Desired Experience&Qualifications
A clear criminal record. A clear credit record. Valid Driver's License. Access to a vehicle for work purposes. Minimum of 2 - 5 years of relevant work experience.
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Highlights
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Company nameOld Mutual Personal Financial Advice
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Job positionFinancial Advisor George
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Financial Advisor George has been posted in the George Accounting, Financing & Banking category on Locanto.
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