Financial advisor

 

Recruiter:

Emporium Human Capital

Job Ref:

POS321

Date posted:

Monday, June 13, 2022

Location:

Rosebank, South Africa

Salary:

R6k - 8k per month


SUMMARY:
Financial adviser with experience and qualifications

JOB DESCRIPTION:

Financial Advisor (POS321)

Rosebank

R 8 000 basic for 1st 3 months – thereafter commission only

Job Purpose:

Company is intent on bolstering our adviser footprint to better service neglected segments within the middle to affluent South African population.  We are offering to prospective financial advisers a compelling opportunity join us to grow our adviser team. A wealth of resources and support will be available to ensure you are successfully vested as financial adviser

 

Requirements

  • Matric / Grade 12
  • Tertiary qualification
  • 2 years’ Financial Advisory sales experience will be an advantage
  • RE5 and FAIS qualifications an advantage
  • Clear credit record and criminal record
  • Own transport and drivers’ licence

Responsibilities:

  • Establish and define professional relationship with clients
  • Gather data including goals
  • Analise and evaluate financial status
  • Develop and present financial planning recommendations and/or alternatives
  • Implement financial planning recommendations
  • Monitor the financial planning recommendations

Closing Date: 31 July 2022

To apply: Please send Word format CVs to and use POS321 as reference. 

 

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



 

 

 

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