Financial Advisors, Wealth Managers Or Associates

Pretoria, Gauteng, South Africa

Job Description


Our client is looking for self-driven Financial Advisors with a proven success rate. Various Opportunities is available in most regions. Diverse Financial Product Range - Submit your updated CV and DOFA, to book a conversation and introduction.POSITION INFO:Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely.
Starting Date: Actively Seeking - ongoing open opportunities
Remote or Hybrid options available
Industry: Financial Services
Mandatory required documentation: Updated DOFA and CV to be emailed to :Requirements:
Grade 12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits
Completed the class of business exam
Completed the RE 5 exam
Registered with the FSCA as a full representative
3 to 7 or more years experience as a representative rendering financial advice and intermediary services.
Computer Literate
Excellent negotiation and presentation skills
Ability to close deals
Own transport & valid drivers licence
Responsibilities
Establish professional relationships with clientele
Prospecting and closing of new business
Gathering of financial data and setting financial objectives
Strong Analysing skills
Developing and presenting recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
Excellent communication and negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical compass
Discipline in achieving long term financial success
Risk Management -focus approach
Strong Mathematical skills
Specialist knowledge of investments, saving and Money Management
Advanced Networking skills
Self driven individuals in order to obtain financial rewards.BenefitsHighly negotiable
Lucrative income potential (Exellent commission structure)
Professional acceleration and (Continuous learning opportunity)
In Depth Inhouse Training across the product range
Back Office SupportWorking space: Office or Hub or Hybrid/ depending on your current location.Benefits and commissions to discuss during interview selectionplease note: If you are a beginner you need at least two years working experience in the financial industry - do email your updated CV as well.Similar jobs you might be interested in:Location: Pretoria
Salary: Negotiable depending on various factors
Our client is looking for self-driven financial advisors with a proven success rate. Various Opportunities is available in most regions. Diverse financial Product Range - Submit your updated CV and DOFA, to book a conversation and introduction.
1 day agoLocation: Pretoria
Salary: Market related
Join my successful client in the wealth Industry to follow up on leads from the wealth managers to s
15 days agoLocation: Johannesburg
Salary: Market Related
Experienced financial Advisor
19 days agoLocation: Johannesburg
Salary:
Areas of responsibility may include but not limited to:- Increase net inflows amongst independent financial advisors (large, mid-tier & small) writing on external platforms.- Have a strong existing network of IFAs, Fund of Funds, Private wealth & Tied Agency brokers.- Build strong relationships amongst IFAs, Fund of Funds, Private wealth & Tied Agency brokers by creating ...
15 days agoLocation: Johannesburg
Salary:
1 day agoLocation: Johannesburg
Salary: -
We are looking financial advisors in the Long-Term Insurance space in the Gauteng region.
1 day agoLocation: Fourways
Salary: R15k - 22k per month
3 years of previous Paraplanner experience
6 days agoLocation: Centurion
Salary:
Are you a detail-oriented legal professional with an LLB qualification? Do you have a passion for trade export and insurance? If so, we have an exciting opportunity for you!
9 days agoLocation: Johannesburg
Salary:
Our client in the Credit Insurance industry is in an exciting phase of development, poised to make a significant impact in the Trade Credit Insurance (TCI) market. They are looking for a Business Development Manager for their new venture to be launched soon.The preferred candidate requires someone with a blend of insurance industry experience, operational proficiency, and entrepreneurial s...
13 days agoLocation: Fourways
Salary: R15k - 22k per month
3 years of previous Paraplanner experience
19 days agoJobseekersRecruiterGeneralxc3x82xc2xa9 Copyright 2024 Executive Placements. All Rights Reserved.Create an email alert for Financial Advisors, Wealth Managers or Associates jobsWhat:Where:Email:Create Email AlertYou can cancel at any time. We will not spam you. By giving us your email address your agree to our and You agree to receive job alert emails from executiveplacements.com and/or our sister site jobplacements.com.

ExecutivePlacements.com

Beware of fraud agents! do not pay money to get a job

MNCJobs.co.za will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Related Jobs

Job Detail

  • Job Id
    JD1311749
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pretoria, Gauteng, South Africa
  • Education
    Not mentioned