JNR Wealth Adviser (OM)

SUMMARY:
This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed.

POSITION INFO:

Minimum requirements:

• BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Management or BCom (Economics)
• Regulatory Exam (RE5) for Representatives passed
• 1-2 years’ experience in a financial planning environment 
• Computer literacy (MS Office)
• Valid driver’s license and own vehicle
• Fluent in both written and spoken English and one other official South African language and AFRIKAANS

  Responsibilities:

  • Financial advice and planning
  • Handle and solve client enquiries
  • Client portfolio management 
  • Compile and process of new policy applications, administration and compliance 
  • Draw up compliance on renewals
  • New Business development and maintenance
  • Presentaion Skills