Reference: CPT000515-CB-1 We require a qualified and experienced Financial Planner / Para Planner in the Helderberg area for a boutique Financial Services Firm. Minimum Requirements: Grade 12 CFP (Certified Financial Planner) Category I Category II FSB product registrations 3 years working experience in investment advice and risk cover for individuals, trusts and companies Experience working on at least one of the big LISPS like Allan Gray, NinetyOne, Momentum or Glacier for investment purposes Driver's license with own reliable transport Proof of FSCA Representative registration certificate required Duties and Responsibilities: Maintaining of existing business Evaluating of financial information Provide on demand financial advice to customers Correspond and liaise with clients This position will pay a basic salary only for your first year and commission, thereafter only commission. PLEASE NOTE : Thank you for your interest in this position, we will review and be in touch if you are suitable. Due to the amount of applications we receive for each position, we are unable to respond to each one individually. Please accept your application as unsuccessful if you had no feedback within 7 days of applying . Your CV will remain on our database and we will be in touch for other suitable positions. In the meantime, please download our EBOOK which will hopefully help you understand our process and how we work. When applying, ensure your CV is in WORD or PDF format, and not scanned. Scanned CV's will not be considered. If you are unable to apply through the link we have provided, please upload your CV to our website http://www.istaffrecruitment.co.za/jobs . We reserve the right to stop/renew adverts. By applying to our adverts, you accept our POPI Act policy, a copy which be found on our website. R20 000 - Monthly Apply Now

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Financial Advisor Helderberg - South Africa

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