Financial Advisor - TS

Job Description

To assist up‑scale and emerging up‑scale individuals to meet long‑term financial goals such as retirement, university fees, and estate planning. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. For small businesses, design and implement retirement plans, with special emphasis on Selective Benefit Plans for highly‑compensated employees and owners.

Benefits

• Strong leadership and support
• Lucrative remuneration and rewards
• Supportive work environment
• Advisors have full access to a range of specialist support staff, promoting an ethos of cohesion and mutual support.

Qualifications

• Matric certificate
• Copy of ID (must be a South African citizen)
• Minimum 2 years experience as a Financial Advisor plus Certificate of business‑related degree (or studying towards) (B.Com/120 credits or CFP)
• RE 5 completed

Additional Information

For more information contact our office 011 463 5540 or click "I'm interested".

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