Irene: Financial Advisor (Finance) posted by AtripleA recruitment & temps

Our client in the Finance Industry is looking to hire a Financial Advisor for the position available in their Institute.

Job Description:
• Advisory and intermediary duties associated with a Financial Advisor
• To give advice to clients
• Generate own leads and prospects
• Set up individual meetings with prospective clients
• Identify the client’s personal financial goals
• Analyse the client’s personal financial position to identify actions to be taken
• Create a financial action plan and recommendations
• Implementing action plans by recommending appropriate financial solutions and products
• Delivering Financial advisory services

Minimum Requirements:
• Appropriate Degree
• CFP or in process of obtaining it.
• Computer literate
• Clear credit and criminal record.
• Own vehicle/transport
• Valid driver’s license
• 1 year + experience

Send your CV and latest pay slip to *****@*****.co.za

ATripleA Recruitment and Temps

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

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