Job Description
SUMMARY:
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POSITION INFO:
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 ...