SALARIED FINANCIAL ADVISOR - Roodepoort
The Financial advisor is responsible for:
Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
Generating new business and preparing proposals to existing clients
Client Portfolio Reviews
Servicing of Existing Clients
Generating New Business
General Administration
Possibility of salary increase as client book growths
Post Graduation Diploma in Financial Planning
CFP accreditation would be advantageous
- at least 2 years relevant experience
Afrikaans and English fluent
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