Financial Advisor

A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team.

Key Responsibilities

• Prospecting for and closing new business
• Maintaining existing business
• Developing and presenting financial planning recommendations and/or alternatives to clients
• Adopting a holistic approach to financial advice
• Establishing and defining professional relationships with clients
• Gathering financial data and setting financial objectives
• Analysing and evaluating financial information
• Implementing and monitoring financial planning recommendations

Desired Experience & Qualification

• Matric
• Successfully completed the Class of Business exam
• Successfully completed the RE5 exam
• Certified Financial Planner (CFP)® or an equivalent full qualification (NQF Level 6 with 20 credits)
• Currently registered with the Financial Sector Conduct Authority as a full representative
• Two or more years’ experience as a representative rendering financial advice and intermediary services
• Must be computer literate at a basic to intermediate level in Microsoft software
• Must have excellent negotiation and presentation skills, with the ability to close deals
• Must demonstrate high initiative and entrepreneurial ability, and be able to work independently
• Own transport and a cell phone are mandatory for business purposes

Package & Remuneration

Market related (depending on experience and qualifications)

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