award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience Must beneficial Offshore experience will be beneficial Salary Basic commission (to be discussed at shortlist stage)
practice
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
in the Financial Services Industry based in Cape Town is currently looking to employ a Financial Advisor opportunities within the client bases of their panel of financial planning partner's practice. Prepare comprehensive short term insurance leads from the company's financial planning partners. On receipt of the client's clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission PLEASE NOTE: Only candidates with suitable
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission PLEASE NOTE: Only candidates with suitable
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission PLEASE NOTE: Only candidates with suitable
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own transport; Valid driver's license Basic Commission PLEASE NOTE: Only candidates with suitable
Our aim is to continually develop professional Financial Adisvors who offer clients best product knowledge knowing that their families/Companies/Assets are financially sound and secure amidst unexpected events in in an ever changing world. Provide financial planning support and solutions to clients and their needs delivery service according to client's needs Prepare financial plans and check their accuracy Problem solving effectively Excellent communication and inter-personal skills Valid driver's license and a reliable car
opportunities within the client bases of their panel of financial planning partners practice.