Financial Advisor - Paarl

Minimum Requirements: Matric Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits) Successfully completed the Class of business exam Successfully completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative Two-or-more years, experience as representative rendering Financial Advice and Intermediary services Must be computer literate on a basic to intermediary level on Microsoft software Must have excellent negotiation and presentation skills and possesses the ability to close deals Must have high initiative and entrepreneurial skills and must be able to work independently Own transport and cell phone is mandatory. Responsibilities: Prospecting and closing of new business Maintaining of existing business To have a holistic approach to financial advice Establishing and defining a professional relationship with clientele Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information Developing and presenting financial planning recommendations and/or alternatives to clientele The implementation of financial planning recommendations The monitoring of the financial planning recommendations