Paarl: Financial Advisor posted by Virtual Vibe Consulting

About the Role

Virtual Vibe Consulting, a well-established team in Cape Town, is seeking qualified and non-qualified Financial Advisors to join their esteemed organization. Our client requires individuals with strong financial knowledge and excellent customer service skills to provide top-notch support to clients.

Key Responsibilities

• Manage client relationships and provide personalized financial advice

• Conduct needs assessments and create customized financial plans

• Analyze financial data and make informed investment decisions

• Maintain accurate records and update client files

Requirements

• Matric (Grade 12) certificate

• Reliable vehicle with a valid driver’s license

• RE5 Certificate (an advantage)

• CPD Hours (an advantage)

• NQF5 Wealth management knowledge (an advantage)

Qualifications

• Own laptop

Salary & Benefits

[Salary information not mentioned in the original description, so skipping this section]

Note: I have preserved all the original requirements and qualifications while rephrasing the job posting to attract qualified candidates.