WILLING TO MOVE Key Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing any questions
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
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 per month whilst in training for first 3 months Support with industry related qualifications Access to at no cost Full access to a range of specialist support staff Development and career progression Opportunity as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
depth knowledge of Sage X3 modules particularly financial, manufacturing or distribution in depth knowledge
Introduction Financial Advisor (Life and Wealth) RE 5 – non negotiable 3 years' experience as a FA 2 license Description Financial Advisor Life and Wealth JOB PURPOSE The Financial Advisor will be responsible responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients Insurance opportunities. Customer Needs Clarification Consult with a range of customer representatives at different
WILLING TO MOVE Key Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing any questions
individual to join their team as a Service Advisor at our reputable dealership in Pinetown
working in a franchise dealership as a Service Advisor
Meeting and greeting customers coming through for their vehicle's repairs and servicing. Listen to customers' account of issues and symptoms regarding their vehicle's to better understand what the problem is. Logging (taking down) customers concerns and comments. Translating customers' repair proble
(Essential)
Tertiary Certificate
Financial Qualification and Or RE5
Drivers Licence h long-term relationships with clients
Financial planning for clients
Focus on identifying identifying clients need and then ofer suitabe financial solutions
Provide excellent service orientation