Financial Advisor

Client Talent@SkillsMap
Reference # FA001
Published 28/06/2017
Contract Type Permanent
Salary Market Related
Location Sunninghill, Gauteng, South Africa
Introduction
The Advice Network is seeking an experienced, affluent financial advisor who is aspiring to be an independent financial broker.
This satisfying and challenging career exists for a suitably qualified and mature individual who is seeking a full time opportunity in the financial services sector.
This exciting career offers an opportunity to earn an above average income, and lucrative commission structure.
Job Functions Finance
Industries Financial Services
Specification
•Identify the client’s personal financial goals. We start by understanding the clients desired future and what is getting in the way of achieving their goals
•Analyse the client’s personal financial position to identify actions to be taken. Our advice must be clear and simple so people feel in control of their finances and excited about their future.
•Create a financial action plan, recommending suitable financial actions and products to be considered. We guide our clients and outline the tangible steps towards their goals.
•Implementing action plans by recommending appropriate financial solutions. The plan should first address the challenge of today through expense management.
•Delivering post sales care by regularly reviewing the customer’s financial portfolios
•Appointments booked for you as administrator and support will be provided for you
Requirements
•Minimum 120 credits, degree or a diploma in the respective field.
•Minimum 1-2 years broker experience attained
•ITC and credit record clear
• Must have own transport
• Must have contactable references
Job Closing Date 31/07/2017
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