Our client, based in Fourways, whom are in the Financial Planning and Wealth Management industry are looking their Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction servicing and any other requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA) records and ensuring documentation is completed as required by the FAIS Act, FICA Act and relevant legislation; as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL
available to ensure you are successfully vested as financial adviser • Establish and maintain a client base continuous training & bursaries for studies in financial planning • Various rewards and recognition for
sales
fast paced, greatly rewarding industry offering Financial Planning and Services to potential clients. It's It's not surprising that we were voted the Top Financial Assurance house to work. Apart from a new Market appointments Conducting financial analysis on clients Providing sound financial advice on Liberty products Enthusiastic, and possess a desire to achieve financial success Full training and development to achieve
Requirements: Proven track record of meeting or exceeding a minimum target of R60,000.00 per month Possession client book that the broker can bring over Open Positions: Unlimited number of brokers needed Compensation: charge of only R220.00 for Microsoft services Brokers are responsible for Astute fees
Requirements: Proven track record of meeting or exceeding a minimum target of R60,000.00 per month Possession client book that the broker can bring over Open Positions: Unlimited number of brokers needed Compensation: charge of only R220.00 for Microsoft services Brokers are responsible for Astute fees
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 different levels to identify the outcomes they require, introducing relevant internal specialists and agree to a specification of customer requirements. Conduct financial needs analysis, client portfolio analysis
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 we have an independent subsidiary to allow advisors to broker note their clients with Opportunities to Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
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 Requirements:
available to ensure you are successfully vested as financial adviser • Establish and maintain a client base continuous training & bursaries for studies in financial planning • Various rewards and recognition for