Financial Adviser - Johannesburg Verfied

Salary Negotiable Johannesburg, Gauteng Johannesburg, Gauteng more than 14 days ago 14-09-2017 8:01:39 AM
09-11-2017 8:01:39 AM
MINIMUM REQUIREMENTS
? Matric (or equivalent)
? Minimum 60 credits at NQF level 5
? RE 5
? Minimum 2 year’s industry experience
? Valid Driver’s license and own vehicle
? Honesty, integrity and entrepreneurial spirit

THE JOB DESCRIPTION
? Assist the professional service firm to provide financial needs and fitness analysis as an integral part of performing client engagements,
? Provide risk reports to clients of professionals. In the case of accounting firms this happens with the presentation of the financial statements,
? Qualified appointments made with graduate professionals,
? Reviewing and improving business plans with the client,
? Identify business risks and develop risk strategies,
? Implement buy and sell solutions, Key Person Cover, Income Protector and Business Protector, Estate planning services, Financial advisory services
? A competitive activity based commission package on an unmatched commission split

TRAINING AND BONUSES

OFFICE SUPPORT

BUSINESS SUPPORT