Financial Planning/Risk/Investment Adviser

Financial Adviser

Leading Financial Services Organization awarded Top Employers SA 2016 certification, is seeking successful sales orientated individuals with an entrepreneurial outlook who wish to build a career with them. Their focus is on long term career growth with comprehensive training through a leading institution and strong management support to assist you in building your own practice i.e. your business with company support.

Your rewards are ample – both in terms of earnings and career satisfaction.
Offer continuous training up to CFP level (NQF7)
Provide innovative solutions to your clients
All candidates go through a structured, mentored training process.
Support with Legal & Compliance; Investment & Risk; Wills & Trusts; Medical, Corporate etc…
Working hours are structured around your time
Recognition, reward and celebrate excellence
What will you do?

Conducts detailed financial needs analysis and provides professional advice
Creates and protects the financial security and wealth of others
Assists people to achieve their financial dreams and maintain client portfolios
Creates and cultivates relationships with others
We seek candidates who are:

Excellent communicators, with the ability to engage face to face with clients
Motivated by money, recognition & continuous learning and development
Interested in insurance and investments
Determined to succeed
Sales and customer service orientated
A track record of success
Minimum requirements:

Matric – A degree is preferable
Reliable vehicle
Valid driver’s license
A South African ID document
Clear credit rating
No criminal record
Medical Aid

Pension Fund

Group Life Cover

Income Protection Plan


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