Description:
The successful candidate will provide holistic financial planning advice, including but not limited to long-term risk, investment, medical aid & gap and short-term. Grow and maintain existing client relationships, source new clients. Maintain, Service & provide holistic financial planning. Ensure all FAIS and FICA compliance requirements are met Requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
Requirements
1. own reliable transport with a valid driver’s license.
2. Own computer
3. Own mobile
6. Matric
7. RE5 (Beneficial)
8. 120 Credits (Beneficial)