Financial Advisor

Recruiter:

Persona Staff

Job Ref:

CPT001906/HC1

Date posted:

Friday, April 9, 2021

Location:

Capetown, South Africa

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.

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