experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic opportunity for success!
As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new it's already extensive book
Provide financial products and services in a professional manner communication with clients
Develop comprehensive financial plans tailored to individual client
Provide
DUTIES & RESPONSIBILITIES
/>Remote or Hybrid options available
Industry: Financial Services
Mandatory required documentation:
12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent
years experience as a representative rendering financial advice and intermediary services.
Computer
of new business
Gathering of financial data and setting financial objectives
Strong Analysing
/>Developing and presenting financial planning recommendations
Implementation of financial planning recommendations
opportunity for a highly experienced TIED FINANCIAL ADVISOR - Life Wealth and Investments. Highly driven earning potential. The Financial Advisor will be responsible for conducting financial needs analysis for needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting requirements. Conduct financial needs analysis, client portfolio analysis and provide financial advice. Sell Customer directly with customer pain points. Performance Management Respond to personal objectives, take appropriate
in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in Gauteng.
Output/Core
long-term relationships with clients
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and review their portfolio providing professional financial advice and offerings. Prospect and obtain new to add to it's already extensive book Provide financial products and services in a professional manner communication with clients Develop comprehensive financial plans tailored to individual client Provide advice
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting Investments Financial Planning on commercial and personal short-term insurance, Medical aids Financial Advice personal short-term insurance, Medical Aids Document management Sales optimization Investment Solutions Customer Development Customer and client onboarding Customer and management. RE5 Relevant NQF5 qualification DOFA COB Commission
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree; RE exam; Own