FINANCIAL ADVISOR - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 17-06-2019 7:28:39 PM
12-08-2019 7:28:39 PM
Our client, an Investment and Trust company whose ethos is 'service above all', is looking to hire an individual for their deep South Office who will continue forging solid relations whilst providing exceptional service to their existing client base. The right person will have a high level of patience and compassion as the client base is predominantly Senior Citizens.

Estate planning, advisory support included but not limited to product analysis, financial needs analysis and preparation of all relevant documentation forms a bigger part of the role along with the responsibility of effectively growing the client base.

Applicants with BCom or similar plus post grad qualification (i.e. CFP) and minimum 5 – 7 year’s experience, who reside in the Deep South and who have a flexible approach with high attention to details and strong computer skills are highly encouraged to apply.

The package on offer is a CTC package and not commission driven.

Highly negotiable package for the right person.