Financial Adviser

Recruiter:

BOSS Consult

Job Ref:

450908078

Date posted:

Friday, March 21, 2025

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Provision of office space and full infrastructure for financial planners
Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
Access to business coaching and client advice support
Assistance with practice management
Training support, i.e. technical and soft skills training
Access to an effective leads system
Financial support
Support with succession planning
Support with unlocking of equity from adviser practices

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