Financial Advisor - Ballito Verfied

Salary Negotiable Ballito, Kwazulu-Natal Ballito, Kwazulu-Natal more than 14 days ago 04-06-2015 11:41:15 AM
02-07-2015 11:41:15 AM
We are currently recruiting ambitious and motivated Financial Advisors to join our performance company culture. Our Financial Advisor structure focuses on taking the administrative burden off your shoulders so that you can spend more time doing what earns you money i.e seeing your clients. The successful candidates will receive the benefit of being teamed up with other like minded professionals.

Minimum Requirements:

Higher Certificate in either Wealth Management or Financial Planning (NQF level 5)
1 year & above experience as a Financial Advisor
A valid driver’s license and own vehicle is essential
Exceptional interpersonal skills
Client building & liaison skills
Sales ability
Own laptop/computer


Duties will include, but aren’t limited to the following:

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
Analysing information and preparing plans best suited to individual clients' requirements
Completing risk analyses
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Researching information from various sources, including providers of financial products
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets
Keeping up to date with financial products and legislation
Producing financial reports
Contacting 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 provided and also the advised products

Our package offered to you comprises of:

Planning tools which include Financial Planning, Fund Analysis and Comparison as well as Medical Aid Analysis and Comparison
Marketing allowances
Continuous training & development as well as career planning
Wealth of knowledge through interaction with experienced veterans and CFP professionals