Are you ready to kickstart your career? We are looking for progressive, hardworking, hungry for success and independently-minded individuals to join our very successful team of Financial Advisors nationwide. through our nationwide branches in Johannesburg, Mpumalanga & Durban. We Offer a diverse range of financial services which include Personal Financial Planning, Investment Management, Fiduciary Services, Estate Planning, Healthcare and Domestic Insurance.
Duties and Responsibilities: To allow for the creation of financial freedom, it is crucial that the Financial Advisor follows a clearly defined financial planning process. This process is detailed in the following duties and responsibilities:
- New business acquisition;
- Establishing and defining a professional relationship with clients;
- Understanding a client's unique objectives and needs;
- Analysis and evaluating the client's financial status;
- Developing and presenting financial planning recommendations;
- Implementing the financial planning recommendations;
- Monitoring and reviewing the client's financial plan.
Desired Experience and ideal Qualification:
- BCom Investment Management / BCom Financial Analysis / BCom in Financial Accounting / BCom Economics / BCom Financial Management / BCom Business Management or Management Science / BCom Marketing Management, or any other related qualification;
- Have the ability to establish a solid network of economically active clients;
- Have an entrepreneurial mindset;
- Target and goal-oriented;
- Be driven and ambitious and have the ability to work under pressure;
- Responsive and action-oriented;
- Good time management skills;
- Self-motivated and disciplined;
- Must have a Drivers Licence and own vehicle.
What is on offer?
- +- 20 appointments with high net worth individuals/Business owner’s setup for you free of charge
- No seat fees
- Up to 100% commission
- Access to an internal administrative support system
- World class intensive training will be provided during the first two months of appointment to ensure you hit the ground running;
- A structured Mentorship Program is in place to assist the Financial Advisor in the execution of their duties;