Financial Advisor

SUMMARY:
Our client is looking for Financial Advisors to join their team.

POSITION INFO:
Position: Financial Advisor
Industry: Finance
Job Functions: Sales
Location: Cape Town (Western Cape)
Salary: To be discussed (depending on experience and qualifications)- Dynamic and versatile contracting models to cater for individual needs and circumstances 
Duration: Permanent
Closing Date: Friday, 10 September 2021

RESPONSIBILITIES:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analysing financial data received from clients to develop strategies for meeting clients'' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.

• More than 12 months experience in the Financial industry as Financial Advisor, marketing Insurance Products and giving advice.
• Must have passed Regulatory Exams (RE5)
• Applicable Qualification
• Computer literate

• Only candidates who meet the above requirements will be considered.
• Correspondence will be with shortlisted candidates only.
• Mandatory supporting documents required (MUST be submitted with application)
• - Up to date CV (including reasons for leaving previous employers)
• - Proof of RE5
• - Proof of other applicable qualifications
• - DOFA (Date of First Appointment)
• - Proof of last 6 months Commission Statements
• Please send CV (and mandatory supporting documents listed above) to basil@------  
• If you do not hear from us within 2 weeks, unfortunately your application has not been successful.

• The processing of your personal information and sharing it with third parties for verifications. 
• The exercising of your rights provided for by POPIA. 
• To acknowledge that Hutech International Group (Pty) Ltd will keep the record of your personal information confidential.

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