Department & Region: Kwa-Zulu Natal / Gauteng
Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng.
Company offers the following:
ü Provision of office space and full infrastructure for financial advisors
ü Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
ü Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
ü Access to business coaching and client advice support
ü Assistance with practice management
ü Training support, i.e. technical and soft skills training
ü Access to an effective lead generation systems and training
ü Support with succession planning
ü Support with unlocking of equity from adviser practices
Output/Core Tasks:
ü Establish long-term relationships with clients
ü Financial planning for clients
ü Focus on identifying client needs and then offer suitable financial solutions
ü Provide excellent service orientation and frequent contact with clients
Requirements:
Remuneration and benefits:
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