Financial Advisor

Recruiter:

Energy At Work

Job Ref:

3860214104

Date posted:

Saturday, May 28, 2022

Location:

Johannesburg, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

Short term insurance giant is looking to hire Financial Advisors. The key purpose of this role is to provide professional financial services to a client or a member The successful candidate will be responsible for sourcing, retaining and growing a membership / client base for eligible professionals though implementation off financial solutions in line with the client’s needs and wants.

Responsibilities:

Meet clients to understand their objectives
Prepare and present proposals to existing and potential clients using state of
the art financial planning tools
Explain complex information relating to financial planning in a clear and simple
Way Provide suitable advice to best fit the needs and requirements of graduate
professionals
Manage, maintain and build new and existing client relationships
Adhere to compliance, operational procedures and practice management
standards
Stay abreast with product information, performance and industry changes
Build a professional network and sustainable business within the graduate
professional market

Qualifications:

Relevant tertiary qualification
NQF 6
CFP Preferable
RE Completed
2 years’ experience in financial services industry especially in a sales role within risk and
investment spaces Planning

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

Similar jobs you might be interested in:

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Negotiable
Our clients is a franchise of a well-known financial Service provider and they are looking to recruit financial advisors to provide businesses and individuals with sound advice regarding their financial planning and investments.
1 day ago

Financial Advisor - Sanlam
Location: Johannesburg
Salary: Market Related
Experienced financial advisor
6 days ago

Senior Assistant to Financial Advisor
Location: Fourways
Salary: R15k - 22k per month + comm + incentives
Senior Assistant to financial advisor
25 days ago

Wealth Manager
Location: Johannesburg
Salary:
12 days ago

Client Support Specialist
Location: Pretoria
Salary: 22 000 Monthly
A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The ideal candidate is tech savvy, analytical, with an understanding of investment products, risks and shortfalls, fund management and l...
29 days ago

ZMA 415855 - FICO BLAZE DEVELOPER
Location: Johannesburg
Salary: R800K - R1.2M CTC
FICO BLAZE DEVELOPER
1 day ago

Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor in Johannesburg