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Financial Advisor
The Hiring HouseJohannesburg, South Africa11 days ago
Job descriptionDegree FAIS Compliant and Postgraduate in Financial Planning ideal A proven, advice-led financial adviser (CFP® preferred) with R100m+ AUM and 3+ years experience who cares about holistic planningnot product pushing. FAIS requirements based on DOFA date Relevant regulatory examinations if you are already working in the financial services 5 years experience in sales Strong computer literacy skills Fluency in English
Duties & Responsibilities
- Engage with prospective clients to understand their financial
- Sell products that align with the clients financial
- Accurately record client information and sales details
- Achieve targets related to production, quality and
- Comply with legislative regulations and adhere to all compliance
Requirements
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Financial Advisor • Johannesburg, South Africa
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