Reference: 5164 SJ

Job Description:

Processing new business applications
Obtain information on current investments and risk portfolio of client
Do investment, retirement and estate planning of clients
Liaise with clients regarding investment enquiries
Detailed and accurate financial planning proposals for clients
Handle customer inquiries regarding investments and risks products
Reporting to Financial Advisor
Preparing financial planner appointment proposals
To generate on an ad hoc basis new direct business
Follow-up visits to existing clients
Marketing

Qualifications:

BCom / BCom Hons / Postgraduate Dip in Financial Planning or equivalent qualification.
Good people relationships.
Excellent verbal and written communication abilities.
The ability to operate independently.
General healthy lifestyle.