Duties and Responsibilities
On-Site Resource:
• Prospecting and closing of new business.
• Maintaining of existing business
• To have a holistic approach to financial advice
• Establishing and defining a professional relationship with clientele
• Gathering of financial data and the setting of financial objectives
• Analyzing and evaluating of financial information
• Developing and presenting financial planning recommendations and/or alternatives to
clientele
• The implementation of financial planning recommendations.
• The monitoring of the financial planning recommendations
Requirements
• Matric
• Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits).
• Successfully completed the Class of Business exam.
• Successfully completed the RE5 exam.
• Currently registered with the Financial Sector Conduct Authority as a full representative
rendering Financial Advice and intermediary services.
• Must be computer literate on a basic intermediary to intermediary level on a Microsoft
software.
• Must have high initiative and entrepreneurial skills and must be able to work
independently
• Own transport, laptop and cellphone are mandatory
• Fluent in English and Afrikaans
To apply, use the link: www.********.co.za
ATripleA Recruitment and Temps
www.********.co.za
#atriplea #recruitment #vacancy # wealth# advisor

Our client in the Insurance Industry is looking to hire a Wealth Advisors.

Duties and Responsibilities

On-Site Resource:
• Prospecting and closing of new business.
• Maintaining of existing business
• To have a holistic approach to financial advice
• Establishing and defining a professional relationship with clientele
• Gathering of financial data and the setting of financial objectives
• Analyzing and evaluating of financial information
• Developing and presenting financial planning recommendations and/or alternatives to clientele
• The implementation of financial planning recommendations.
• The monitoring of the financial planning recommendations

Requirements
• Matric
• Certified Financial Planning (CFP) or equivalent full qualification (NQF6 with 120 credits).
• Successfully completed the Class of Business exam.
• Successfully completed the RE5 exam.
• Currently registered with the Financial Sector Conduct Authority as a full representative rendering Financial Advice and intermediary services.
• Must be computer literate on a basic intermediary to intermediary level on a Microsoft software.
• Must have high initiative and entrepreneurial skills and must be able to work independently
• Own transport, laptop and cellphone are mandatory
• Fluent in English and Afrikaans

To apply, use the link: www.********.co.za

ATripleA Recruitment and Temps

www.********.co.za

#atriplea #recruitment #vacancy # wealth# advisor#