Irene: Financial Advisor (Finance) posted by AtripleA recruitment & temps
Posted on 2025-05-18 00:00:00
| Employer | AtripleA recruitment & temps |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Irene |
Job Summary
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
#ATripleA #recruitment #vacancy # Financial # Advisor
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