Financial Advisor - Paarl

Minimum Requirements:MatricCertified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)Successfully completed the Class of Business examSuccessfully completed the RE5 examCurrently registered with the Financial Sector Conduct Authority as a full representativeTwo-or-more years of experience as a representative rendering Financial Advice and Intermediary servicesMust be computer literate on a basic to intermediary level on Microsoft softwareMust have excellent negotiation and presentation skills and possess the ability to close dealsMust have high initiative and entrepreneurial skills and be able to work independentlyOwn transport and cell phone is mandatory.Responsibilities:Prospecting and closing of new businessMaintaining existing businessHaving a holistic approach to financial adviceEstablishing and defining a professional relationship with clienteleGathering financial data and setting financial objectivesAnalyzing and evaluating financial informationDeveloping and presenting financial planning recommendations and/or alternatives to clienteleImplementing financial planning recommendationsMonitoring financial planning recommendations
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