Financial Advisor

Recruiter:

Sydsen

Job Ref:

JHB002899/TT

Date posted:

Monday, June 20, 2022

Location:

Pretoria, South Africa

Salary:

15 000 Monthly

SUMMARY:
Financial Advisor - Pretoria - Gauteng

JOB DESCRIPTION:

Our cliënt in Pretoria is looking to employ a Financial Advisor.

Requirements:

Matric Certificate
NQF 5 qualification
RE 5 qualification compulsory
a minimum of 5 years prior sales experience in the financial industry a MUST
Valid Driver’s lisence.
Computer literate
Experience in Medical Aid, Life, Investments, Short term Insurance, Estate planning and Bank products.
Must be able to function in a group setting
Must have excellent people skills and planning capabilities
Must be able to use own initiative

Responsibilities:

Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Continuous communication with clients’ to stay up to date with their financial status
Building and maintaining your client base.

Apply now!

Please note that only experienced candidates will be considered and contacted.

APPLY ONLINE NOW at />
SYDSEN RECRUIT (Follow us on Facebook, Instagram and LinkedIn)

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 - Sanlam
Location: Johannesburg
Salary: Market Related
Experienced financial advisor
10 days ago

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

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

Financial Advisor
Location: Centurion
Salary:
24 days ago

Salaried Financial Advisor
Location: Johannesburg
Salary: Salary + Comission + Vesting Bonus + Incentives + Allowances
Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
24 days ago

Financial Advisor
Location: Johannesburg
Salary: R16000 + Commission
Wealth and Investment Planner
28 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...
14 days ago

Audit Portfolio Manager (6-month contract) - Banking
Location: Johannesburg
Salary:
3 days ago

Junior Legal Advisor - Johannesburg
Location: Johannesburg
Salary: Monthly
Our client based in Johannesburg, an authorized financial Service Provider, is currently looking to employ a Sesotho / Setswana / Sepedi speaking Junior Legal advisor.An exciting career opportunity awaits you!
10 days ago

Paraplanner
Location: Fourways
Salary: R15k - 22k per month
3 years of previous Paraplanner experience
10 days ago

Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor in Pretoria

Jobseekers

Recruiter

General