Financial Advisor

 

Recruiter:

Cassidee@Recruit

Job Ref:

JHB000028/CT

Date posted:

Friday, April 2, 2021

Location:

Capetown, South Africa


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



 

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



 

 

 

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