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Gauteng: Wealth Advisors (Insurance) posted by AtripleA recruitment & temps

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Job Description

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#

View Job  Pretoria: Electrical Engineer (IT, Engineering & Telecoms) posted by AtripleA recruitment & temps



GO APPLY NOW

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How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
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Gauteng: Wealth Advisors (Insurance) posted by AtripleA recruitment & temps

Advertisement



Job Description

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



GO APPLY NOW

View Job  Bryanston: Principal Consultant (IT) posted by AtripleA recruitment & temps

Safe & secure application process

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Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Gauteng, Gauteng


Job Seeker Tip

Quantify your achievements on your CV using numbers and percentages where possible.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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Share this to someone who needs a job:
Posted in Jobs in Gauteng, Jobs in South Africa

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