Broker Consultant - Cape Town City Centre
trackingtalent
Key responsibilities Achievement of new business targets from IFA Market. Increase number of supporting IFA’s. Cross sell existing product to existing panel of brokers where appropriate. Where applicable: Meet continuing professional development objectives as required by the industry. Maintain appropriate skills and knowledge in order to provide specialist, professional factual advice in all relevant business areas. Maintain the required dress code and professional appearance. Requirements Matric/Grade 12 Regulatory exams accredited FAIS requirements, RE1 and 5 Full qualification – Advanced Post Graduate in Financial Planning and/or B com Economics. Member of Financial Planning Institute Minimum 3 years’ experience in Financial Retail Brokerage. Extensive experience in established brokerage relationships. Long term investment and risk product knowledge in the retail space. Additional Information: Preference will be given to EE candidates Applicants to contact Tracking Talent with CV and relevant certification.
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