Financial Adviser

Cape Town, WC, ZA, South Africa

Job Description

Provision of office space and full infrastructure for financial planners

Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms

Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access

Access to business coaching and client advice support

Assistance with practice management

Training support, i.e. technical and soft skills training

Access to an effective leads system

Financial support

Support with succession planning

* Support with unlocking of equity from adviser practices

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Job Detail

  • Job Id
    JD1403743
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cape Town, WC, ZA, South Africa
  • Education
    Not mentioned