Financial Advisor

Area: 
Fourways, Gauteng
Salary: 
R15500+ commission
Payment Type: 
Per Month
Appointment Type: 
Full-Time
Ref Number: 
IR200

Our client based in Fourways requires dedicated, energetic and target driven Financial Advisers to join their very busy team.

Minimum Requirements: 

  • Minimum Industry related qualification /tertiary qualification in Commerce or Finance and 1 year relevant experience or a CFP Qualification
  • Successfully completed Regulatory Examinations
  • Own transport and a valid Drivers’ licence
  • Computer literate

Duties: 

  • Establish relationships with clients
  • Financial planning for clients
  • Focus on identifying client needs and then offer suitable financial solutions
  • Provide excellent service orientation and frequent contact with clients.

Knowledge and experience

  • Good interpersonal skills
  • Communication skills
  • Entrepreneurial skills
  • Planning and organising skills
  • Performance driven
  • Business orientated

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