Financial Advisor

Recruiter:

Overberg Personnel

Job Ref:

over9347

Date posted:

Monday, March 29, 2021

Location:

CapeTown, South Africa

Salary:

Rneg

SUMMARY:
Insurance

POSITION INFO:

Seeking applicants with background/exp: 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.
Analyzing 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

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

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