Description:
Are you currently a Financial Advisor looking for a move where you get support and don't have to pay for your desk? Meet with clients in person to provide them with financial planning advice and solutions Identify client investment and lifestyle needs and objectives Provide Financial Planning advice and solutions Make a written recommendation to client Provide client with information on performance of investments available Educate clients in terms of risks Provide ongoing FP advice to client and develop relationship with clients Resolve client concerns, queries Source new business PLEASE NOTE: Only candidates with the relevant qualifications and experience will be contacted Tertiary qualification CFP (minimum NQF5 in Wealth Management or Financial Planning) FAIS compliant RE5 completed At least 2 years experience in a similar position Basic + Commission for first 3 months Tertiary qualification CFP (minimum NQF5 in Wealth Management or Financial Planning) FAIS compliant RE5 completed At least 2 years experience in a similar position
21 Feb 2022;
from:
gumtree.co.za