Professional Financial Planner

Description:

We are looking for entrepreneurial, enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, mentorship - and the opportunity to study towards a post-graduate qualification.

This is the perfect role for Goal orientated,Target driven Individuals who would like to establish a professional career in a corporate environment.

Within this role new business acquisition is vital, and you will need to be able to generate new business via various methods of prospecting and referrals.

Key Activities:

• Networking and prospecting to establish and maintain long-term client relationships
• Conduct detailed financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client portfolios
• Create and cultivate long-term client relationships and manage your professional practice
• Remain accredited and up to date with relevant market and industry related subjects

Requirements:

• Networking and prospecting to establish and maintain long-term client relationships
• Conduct detailed financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client portfolios
• Create and cultivate long-term client relationships and manage your professional practice
• Remain accredited and up to date with relevant market and industry related subjects

• Tertiary qualification is preferable.
• A minimum of three years’ full-time working experience.
• Previous experience in the finance industry or outbound sales environment is a strong advantage.
• Own vehicle and valid driver's license is a non-negotiable requirement.
• Ability to network, prospect, negotiate and build relationships
• Ability to work independently
• Clear credit and criminal record
• Career driven person with strong commercial acumen and excellent interpersonal skills.

Requirements:

• Tertiary qualification is preferable.
• A minimum of three years’ full-time working experience.
• Previous experience in the finance industry or outbound sales environment is a strong advantage.
• Own vehicle and valid driver's license is a non-negotiable requirement.
• Ability to network, prospect, negotiate and build relationships
• Ability to work independently
• Clear credit and criminal record
• Career driven person with strong commercial acumen and excellent interpersonal skills.

Kindly ensure that your profile matches the above requirements before submitting your application.