Financial Adviser
| Location | Pretoria, South Africa |
| Date Posted | October 24, 2020 |
| Category |
Finance
|
| Job Type |
Full-time
|
| Currency | ZAR |
Description
Duties & Responsibilities
Responsibilities:
Talking to clients to determine their expenses, income, current cover and financial objectives needed to develop a
financial plan
Answering client questions about financial plans and strategies and giving financial advice
Advising strategies for clients to help them reach financial objectives
Reviewing client financial plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
Analysing financial data received from clients to develop strategies for meeting clients' financial goals
Preparing or interpreting financial document summaries, investment performance reports and income projections
for clients
Implementing financial plans
Managing and updating client portfolios
Contacting clients regularly to discover changes in their financial status
Building and maintaining your client base
Desired Experience & Qualification
Qualifications include: Matric (essential) / Degree (preferable) / Regulatory Exam (RE exam) (highly advantageous)
Requirements: Laptop / Clear credit record /Clear criminal record /Valid driver's licence / Own vehicle essential
Skills:
Excellent communication skills
Strong networking and relationship building skills
Strong presentation skills
Reliability
Determination
Previous sales track record advantageous
Package & Remuneration
Benefits:
Training and mentorship
Competitive commission structure
Recognition programs that reward top performance
Passive income creation
Flexible working hours
Strong suit of tools to enhance your competitive edge