Qualifications & Requirements:

• Qualified B.Com / CA / BSC.
• CFP will be advantageous.
• FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act).
• 2+ years experience in the financial services industry.
• Educational or experience background to include tax training.
• Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
• Expert on Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Excellent communication skills, both written and verbal.
• Proven sales track record and notable accolades.
• History of building strong relationships.
• Own car & valid driver’s license is essential.
• Educational or experience background to include tax training.

Responsibilities:

• To generate leads, set up appointments, meet clients and close the deal.
• To do investment needs analysis.
• To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
• To obtain all necessary documentation (FICA documentation).
• To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
• To assist with ad hoc marketing drives in your region.
• To effectively service your clients that may be in other centres limited travelling may be required
• Flexibility is required as clients from time to time request consultations outside of normal office hours