Pretoria: Financial Advisors, Wealth Managers Or Associates

Date	2024-06-08
Job Title	Financial Advisors, Wealth Managers Or Associates
Employer	More Information
Salary	Negotiable depending on various factors
Category	Accounting Finance
Location	Tshwane / Pretoria

Job Summary

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely. Starting Date: Actively Seeking – ongoing open opportunities Remote or Hybrid options available Industry: Financial Services Mandatory required documentation: Updated DOFA and CV to be emailed to :

Requirements:

Grade 12 Degree related to Financial Industry preferred Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits Completed the class of business exam Completed the RE 5 exam Registered with the FSCA as a full representative 3 to 7 or more years experience as a representative rendering financial advice and intermediary services. Computer Literate Excellent negotiation and presentation skills Ability to close deals Own transport & valid drivers licence Responsibilities Establish professional relationships with clientele Prospecting and closing of new business Gathering of financial data and setting financial objectives Strong Analysing skills Developing and presenting financial planning recommendations Implementation of financial planning recommendations Monitoring of financial planning and recommendations: Preferred Qualities Excellent communication and negotiation skills Passion for Financial Planning and Wealth Management Meticulous Advisors Strong ethical compass Discipline in achieving long term financial success Risk Management -focus approach Strong Mathematical skills Specialist knowledge of investments, saving and Money Management Advanced Networking skills Self driven individuals in order to obtain financial rewards. Benefits Highly negotiable Lucrative income potential (Exellent commission structure) Professional acceleration and (Continuous learning opportunity) In Depth Inhouse Training across the product range Back Office Support Working space: Office or Hub or Hybrid/Remote depending on your current location. Benefits and commissions to discuss during interview selection please note: If you are a beginner you need at least two years working experience in the financial industry – do email your updated CV as well.

View Job Pretoria: It Faculty Head posted by CTU Career Chatz

Financial Advisors, Wealth Managers Or Associates position available in Tshwane, Pretoria. This job position was posted by . The job has been posted on 2024-06-08 in the Accounting Finance category

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