Experinced Personal Financial Adviser - Randburg Verfied

Salary Negotiable Randburg, Gauteng Randburg, Gauteng more than 14 days ago 02-07-2015 7:15:04 AM
30-07-2015 7:15:04 AM
Our client provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs
Contact clients and set up meetings, either within an office environment or at the clients' home or business premises;
Conduct in-depth reviews of the clients' financial circumstances, current provision and future aims;
Analyse information and prepare plans best suited to your clients requirements;
Complete risk analyses;
Research the marketplace and provide clients with information on new and existing products and services;
Design financial strategies that are in line with your clients’ needs and financial goals
Assist clients to make informed decisions;
Review and respond to clients changing needs and financial circumstances;
Promote and sell financial products to meet given or negotiated sales targets;
Keep up to date with financial products and legislation;
Produce financial quotations
Contact clients with news of new financial products or changes to legislation that may affect their savings and investments;
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services and passing the relevant exams.
2years Minimum as Financial Adviser
Grade 12
Computer literate
No adverse listings (criminal, credit, etc.)
RE 5 if you have been within the financial services industry for more than 18months
Driver’s license with own reliable transport
You will be made an offer based on your current Salary Package, Qualification and Experience. Medical, Provident fund, 85% Commision