Financial Advisor

SUMMARY:
My client is a financial advisory consultancy based in Cape Town, on the hunt for energetic Financial Advisors.

POSITION INFO:

My client, a financial advisory firm that is based in the Waterfront is looking for Financial Advisors to join their team and help build solid relationships with their clients and provide them with financial advice and solutions

Requirements

• Full FAIS recognised qualification
• RE 5
• Not under supervision for all product categories
• Minimum 2 years adviser experience
• Min R ----- earnings in the last 12 months
• No negative credit scores /judgements

Non-negotiable

• CFP qualification
• Bachelor’s degree in Finance or related field
• Business assurance experienced
• Valid license and own transport

Responsibilities 

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Respond to prospective customer queries about financial planning
• Assist in the development plans for the company
• Maintain awareness of latest legislative changes that may affect financial planning

This company is a licensed FSP and have a vision to help create and maintain significant wealth.

Please send your detailed CV to --------Please upload your CV here-------->

Note: Only shortlisted candidates will be contacted. Should you not hear from us within 48 hours, please consider your application as unsuccessful.

NB! This job is now closed. You can apply for other jobs by uploading your CV.