freedom you deserve. As a Financial Adviser, you need to effectively source prospective clients, assess aligned with client's objectives and requirements. Matric Tertiary qualification not necessary but beneficial
and guidance to clients regarding their insurance needs and financial goals. Your role is crucial in helping renewal Monitor and evaluate clients' financial needs and adjust plans accordingly Keep up-to-date with planning software and Microsoft Office Suite Minimum Matric Certificate or Bachelor's degree in Finance, Business
and guidance to clients regarding their insurance needs and financial goals. Your role is crucial in helping renewal Monitor and evaluate clients' financial needs and adjust plans accordingly Keep up-to-date with planning software and Microsoft Office Suite Minimum Matric Certificate or Bachelor's degree in Finance, Business
clients by identifying their Investment and lifestyle needs. Identify new business opportunities and develop Resolve client concerns, queries and/or complaints Matric is essential Tertiary qualification advantagous
financial practice within a corporate company. Matric Tertiary qualification beneficial but not necessary
professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners
professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners
Cape Town with flexibility for some remote work. Matric certificate Strong knowledge of Finance Excellent
advice. Essential Criteria South African Citizen Matric qualification Clean ITC and criminal record Own
Cape Town with flexibility for some remote work. Matric certificate Strong knowledge of Finance Excellent