Senior Financial Adviser - Pretoria Verfied

Salary Negotiable Pretoria, Gauteng Pretoria, Gauteng more than 14 days ago 21-08-2019 11:30:24 AM
16-10-2019 11:30:24 AM
Position available for a Senior Financial Adviser with a reputable company.

The successful candidate would:

1. Be able to visit clients, personal and business, for annual reviews, personal and business financial planning.
2. Have strong administration skills.
3. Have strong compliance skills and an eye for detail.
4. Have strong communication skills.
5. Have the ability to execute role effectively, respond to clients enquiries in time and uphold the integrity and values of the company.
6. Build on current client base and develop new business.
7. Take accountability.
8. Comply with all industry regulations and standards: FAIS, FICA, POPI and all other regulatory requirements, as set out and described by the FSCA.
9. Be a self-starter, with a disciplined approach and consistent performance behaviour.
10. Be entrepreneurial, and able to spot opportunities.
11. Apply a solid sales and marketing strategy, to the role, to "ring-fence" clients and ensure client retention.
12. Have minimum 2 years financial planning/advisory experience.
13. Have completed the regulatory RE Examination.
14. Consist of the minimum prescribed credits (NQF Level 5), or higher.
15. Own transport essential.

This position requires 70% travel.

Remuneration:
- A lucrative commission structure, with benefits, bonuses, monthly pension contribution, medical aid, office space supplied and administration support staff.