Financial Advisors

SUMMARY:
Position: Financial Advisors Industry: Finance Job Functions: Sales Duration: Permanent Closing Date: Friday, 19 March 2021

POSITION INFO:

Position: Financial Advisors
Industry: Finance
Job Functions: Sales
Duration: Permanent
Closing Date: Friday, 19 March 2021

Locations:

• Pretoria and Johannesburg (Gauteng)
• Cape Town (Western Cape)
• Potchefstroom (North West)
• Bloemfontein (Free State)

Salary:

• To be discussed (depending on experience and qualifications)
• Dynamic and versatile contracting models to cater for individual needs and circumstances

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.

REQUIREMENTS:

• 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
• Clean ITC Record
• No Criminal Record

CLOSING STATEMENT:

• 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 --------Please upload your CV here--------
• If you do not hear from us within 2 weeks, unfortunately your application has not been successful.

CONTACT:
Liesl Lotter
Group Recruitment and FSS Manager
Office : -----
email : --------Please upload your CV here--------

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