PLEASE READ CAREFULLY before apply this POSITION!!!!!

Cape Town - 10
Durban - 10
Any other regions will NOT be consider.

PLEASE NOTE: ONLY RELATED EXPERIENCE AND QUALIFICATION WILL BE CONSIDER.

Financial Advisor Job Description
We are looking to hire a financial advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.
Financial Advisor Responsibilities:
• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial

objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analysing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your client base.

Financial Advisor Requirements:
• Bachelor degree in business, finance or related field essential.
• Matric a minimum with good results.
• Minimum 2 Years advisory services or related sales.
• RE 5 accredited for those who have DOFA date.
• Financial knowledge.
• Good people skills.
• Knowledge of mutual fund, securities, and insurance industries.
• Proficient in Word, Excel, Outlook, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing quality financial advice.

Offer:

• Basic Salary When training
• Monthly Bonusses
• December and January bonus
• Bursaries to pay for further education
• Full training and support functions
• Medical aid, pension, provident and group life
• Full commission only after training