Financial Planner - Randburg Verfied

R 30000 per month Randburg, Gauteng Randburg, Gauteng more than 14 days ago 25-02-2019 6:52:57 AM
22-04-2019 6:52:57 AM
Hexagon Financial Services seeks to hire Financial Advisors/Certified Financial Planners to join growing team. Advisor/CFP must have strong interpersonal, organizational, and communication skills, demonstrate a proactive work ethic and the ability to thrive in a dynamic environment. Duties include but are not limited to: developing new business by contacting potential clients and following leads, opening and servicing new accounts, researching investment options and related financial needs, presenting new products to existing clients in beneficial instances, conducting review meetings and maintaining client relationships, and providing ongoing service and support to existing book of business while expanding assets under management. Advisor/CFP must be able to create and execute financial plans by evaluating financial goals/objectives and implementing and tracking plan progress. Advisor/CFP should be willing to explore opportunities to add value to job accomplishments

Minimum requirements:

OWN CAR AND VALID DRIVER’S LICENCE
Matric
Degree in Finance or similar (an advantage!)
3+ years proven work experience (experience in the industry an advantage!)
Clear ITC
Clear criminal record