clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
up on outstanding applications. Relationship Management: Build and maintain strong relationships with record of successful sales and client relationship management. 120 Credits or more ideally Preferred Qualifications:
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term space Excellent sales skills Must have current assets upwards of R 50m R 500k in commissionable earnings
issue assets. Technical skills to be acquired in the role: How to execute strategic asset management processes service management processes. Storeroom protocols required to manage an efficient storeroom. Asset management communication Time-and self-management with good planning and organisational skills Self-Managing Competencies: Drives Stamina and focus Resilient, with an ability to manage stress, pressure and tight deadlines Displays cast cast iron integrity to be trusted with assets Organisation and role (induction) requirements Changing
up on outstanding applications. Relationship Management: Build and maintain strong relationships with record of successful sales and client relationship management. 120 Credits or more ideally Preferred Qualifications: