Financial Advisor

apartmentThe Hiring House placeJohannesburg calendar_month 

Duties & Responsibilities

  • Engage with prospective clients to understand their financial
  • Sell products that align with the clients financial
  • Accurately record client information and sales details
  • Achieve targets related to production, quality and
  • Comply with legislative regulations and adhere to all compliance
Requirements
  • Degree FAIS Compliant and Postgraduate in Financial Planning ideal
  • A proven, advice-led financial adviser (CFP® preferred) with R100m+ AUM and 3+ years experience who cares about holistic planningnot product pushing.
  • FAIS requirements based on DOFA date
  • Relevant regulatory examinations if you are already working in the financial services
  • 5 years experience in sales
  • Strong computer literacy skills
  • Fluency in English
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