Job Description
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.
How to Apply
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