Financial Advisor

 

Recruiter:

DK Consulting

Job Ref:

FP

Date posted:

Friday, October 29, 2021

Location:

CapeTown, South Africa

Salary:

3 month basic + Commission


SUMMARY:
Are you a successful Financial Advisor with at least 2 years experience?

POSITION INFO:

Secure new business;

Do a financial needs'''''''' analysis for your client;

Provide solutions for your client;

Prepare quotes;

Keep clients up to date on market updates, market performance;

Educate clients on risks;

Resolve client queries, claims, etc.

 

Minimum Educational Requirements

Matric with English and Mathematics (not Maths Literacy);

RE5;

FAIS Accredited

 



 

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



 

 

 

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