Aspiring Financial Advisor - Hermanus

Role OverviewThe role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them.At a glance, it is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing "fit for purpose" financial plans and solutions.Duties & ResponsibilitiesProvide appropriate financial advice, in line with the customer's resources and financial goals, to enable positive financial futures and protection of assets and estate.Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.Understand the customer's personal and financial circumstances – and their goals or dreams for the future, requiring strong interpersonal and communication skills to build solid relationships.BenefitsFree Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser.Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser.Upon successful completion of the Adviser Academy Learning Programme and accreditation to operate as a Financial Adviser, you will receive market competitive remuneration in the form of Commission & Advice Fees, Medical Aid, Group Life, Funeral and Disability cover.Exceptional support, development coach/mentor, and ongoing learning and training.First-class technology.A great culture with people who do great things every day.Desired Experience & QualificationA clear criminal record.A clear credit record.Valid Driver's License.Access to a vehicle for work purposes.Minimum of 2 - 5 years of relevant work experience.
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