Remote Working Virtual Financial Advisor

 

Recruiter:

The Recruitment Council

Job Ref:

Remote Working Virtu..

Date posted:

Wednesday, June 22, 2022

Location:

Johannesburg, South Africa

Salary:

R15000


JOB SUMMARY:
Remote Working Virtual Financial Advisor

JOB DESCRIPTION:

POSITION: Remote Working Virtual Financial Advisor

Do you meet one of the following requirements:

1. Inspired to make a career change towards greater purpose and contribution set in a professional, competitive and accountable organisation?
2. Looking for a flexible environment whereby you can determine your own hours as an
entrepreneur & Financial Advisor from home ?
3. You are a graduate with a commerce degree ?
4.You are an established , FIT & proper Financial Advisor, Financial Planner wanting to work remotely from home ?
5. You have a finance , accounting , marketing, or investment qualification with no work experience and looking to kick start your professional career in 2022?
6. You have an accomplished sales background and a commerce degree but do not have your own transport ?

If you do meet one of the above keep on reading and send us your CV & Copies of Qualifications today to :


Outputs:

The following job outputs were found to be relevant to this job:

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various
products based on their financial wellness needs in order to support and guide their
decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order
to achieve clients’ financial goals. Calculated and advise on tax and legal implications of
products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed
timeframes.
• Achieve set targets on production, quality and conversion.
Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial
wellness.

CLIENT:

• Investigate client queries within the agreed service level and ensure that client receives
timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that
the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in
terms of overall customer targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of
responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates
feedback and provides exceptional client service.
• Proactively build and maintain client relationships by presenting our innovative and
trustworthy product offerings through professional and credible Financial Advisory services.

Requirements:

• Have large and solid business, social and close contact networks
• If required, willingness and motivation to study further in order to meet requirements
• Influential, self-driven, resilient with an orientation towards results
• Minimum qualification: Matric

The following qualifications will be deemed as advantageous:

• Bachelor of Commerce Degree / Honours, Postgraduate Diploma
• FSCA Approved Qualifications
• Regulatory Exams (RE01 and/or RE05)

 

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



 

 

 

Similar jobs you might be interested in:

Operations and Technical Support Analyst
Location: Johannesburg
Salary: 250000 Annually
Responsible for optimizing the efficiency of the data management infrastructure. Leverages expertise in Azure, server administration, and client services to manage service requests through a ticketing system, deliver exceptional support, and collaborate effectively with internal teams to ensure seamless operational continuity.
2 days ago


IT Systems Engineer
Location: Johannesburg
Salary:
54 days ago


Virtual Advisor
Location: Johannesburg
Salary:
72 days ago


Business Development Executive
Location: South Africa
Salary: R45,000-R55,000/month
As a Business Development Executive, you''ll play a crucial role in expanding the client base by converting target prospects into retained partners.
2 days ago


General Working Foreman
Location: Cresta
Salary: To be discussed
Bilnor Staffing Solution's client in the mining & construction sectors is seeking an experience GENERAL working FOREMAN to join their team in Cresta, Gauteng.The General working Foreman is responsible for overseeing and coordinating daily workshop and/or site operations to ensure efficient workflow, adherence to safety standards, and quality workmanship. This hands-on role includes supervising...
3 days ago


Senior Full Stack Engineer (Remote)
Location: South Africa
Salary: 1000 Annually
Our client is looking for a highly experienced and driven Senior Full Stack Engineer with a strong background in enterprise application development using .NET and Angular. This role is perfect for someone who thrives in fast-paced environments and is eager to contribute to scalable, high-performance systems that handle large volumes of data. You will play a pivotal role in designing, dev...
3 days ago


Senior Network & IT Support Technician - Johannesburg
Location: Johannesburg
Salary: Market-Related
You''ll take ownership of the technical environment in Gauteng, supporting the setup, installation, and maintenance of IoT and network systems for regional clients.
3 days ago


Financial Manager
Location: Johannesburg
Salary: 1 100 000
Step into a high-impact finance leadership role within a global organisation that values autonomy, innovation, and commercial excellence! This is your opportunity to operate at a strategic level while remaining close to the numbers in a fast-paced, international environment.
4 days ago


Accountant/Bookkeeper
Location: Johannesburg
Salary: 25000 Monthly
We are seeking a talented Accountant/Bookkeeper to join our team. As an Accountant/Bookkeeper, you will be responsible for handling financial transactions, managing budgets, preparing financial reports, and ensuring compliance with financial regulations. The ideal candidate should have a strong understanding of accounting principles, excellent attention to detail, and the ability to work well unde...
5 days ago


Senior Internal Auditor (Operational Audits) - Remote
Location: Johannesburg
Salary: 450000 Annually
Ready to take the lead on impactful audits? Apply now and bring your insight to the forefront of operational excellence!
5 days ago


Create a free job alert for Remote Working Virtual Financial Advisor in Johannesburg

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions