Financial Advisor

SUMMARY:
Financial Advisor

POSITION INFO:

Formal Qualifications:

- Relevant Commercial/Financial Tertiary qualification (NQF 7)

- RE 5

- Postgraduate Diploma in Financial Planning Advantageous

- CFP Advantageous

- Successful completion of supervisory process

Experience and Knowledge:

- 2 years’ experience in the Financial Services industry in a Sales role within the risk and investment spaces

- Knowledge and understanding of the dynamics of the professional client market

- Experience and track record in high-performance sales environments

- Knowledge of best practice in Financial Planning and Financial Advisory Services

- Knowledge and understanding of financial planning through meaningful client engagements

Computer Literacy:

- Proficient in MS Office

- Experience using a CRM system preferable

- Experience using financial planning software

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