Financial Advisor (FA) - Pretoria
AGA Financial Services Ltd
AGA Financial is an Authorised Financial Service Provider and operates as an independent broker. We specialise in long term insurance, investments, Insurance, Accounting and Tax. We are able to provide our clients with financial products from all major product providers and more. Our mission is to provide each individual and entity with a holistic financial plan to assist them in making sound financial decisions by providing them with the tools to navigate through each event in life. The company’s vision is to build a relationship with each client that will promote trust and create an environment whereby its clients will entrust AGA Financial Services to provide them with sound financial advice. Financial Advisors have the responsibility for managing existing client relationships, either with guidance from more experienced Senior Financial Advisors or on their own. The position may be responsible for formulating and implementing advice, but may also rely on Portfolio Managers, Partners and/or more senior financial advisors to develop recommendations. The FSP is licensed to sell the following financial products: Life Insurance products Investments Medical Insurance Medical Aid Short term insurance Training will be provided on all the different products that are provide. Minimum Requirements: Degree (any degree related to the financial industry would be beneficial) At least one years’ experience as a Financial Advisor RE5 would be beneficial Own laptop is essential If you are interested in the above mentioned position , please email your CV and supporting documents to kalinkaagafinancial.co.za
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