Qualified Financial Advisors - Paarl, Western Cape

SUMMARY:
The purpose of this role is to prospect for and close new business while maintaining existing business.

POSITION INFO:

Qualified Financial Advisors - Paarl, Western Cape

Join an authorised financial services provider to prospect for and close new business while maintaining existing business.

About Our Client

Our client is an authorised financial services provider. They are an equal opportunity employer committed to diversity and inclusion in the workplace. They prohibit discrimination and harassment of any kind and make hiring decisions based solely on qualifications, merit, and business needs.

The Role: Qualified Financial Advisors

The purpose of this role is to prospect for and close new business while maintaining existing business. The successful candidate will adopt a holistic approach to financial advice and manage the full financial planning lifecycle for clients. This includes establishing professional relationships, gathering data, setting objectives, analysing information, and implementing financial recommendations.

Key Responsibilities

• Gain two or more years'' experience as a representative rendering financial advice and intermediary services.

• Prospect for and close new business.

• Maintain existing business.

• Adopt a holistic approach to financial advice.

• Establish and define professional relationships with clients.

• Gather financial data and set financial objectives.

• Analyse and evaluate financial information.

• Implement and monitor financial planning recommendations.

About You

• Two or more years'' experience as a representative rendering financial advice and intermediary services.

• Matric.

• Successfully completed the Class of Business exam.

• Successfully completed the RE5 exam.

• Certified Financial Planner (CFP)® or an equivalent full qualification (NQF Level 6 with 20 credits).

• Currently registered with the Financial Sector Conduct Authority as a full representative.

• Computer literate at a basic to intermediate level in Microsoft software.

• Own transport and a cell phone are mandatory.

• Excellent negotiation and presentation skills, with the ability to close deals.

• High initiative and entrepreneurial ability, with the capability to work independently.