Posted on: 10 October 2019
ID 658363

Financial adviser

Good day

 I have a position available as per the details below please contact me should you be interested or should you know of someone qualified in the market seeking a position.

Email me corniel.swanepoel@berghshire.co.za

  • Exclusive offering for a Financial Advisor in a growing environment
  • Commission based - up to 100% depending on the applicant
  • New Appointments get training support of R11 500 in months 1&2
  • Additional benefits available (medical aid, pension,13th cheque / performance bonus)
  • The candidate will be appointed under the Sanlam FSP
  • The idle candidate will be familiar with working in the broker space but not essential • Ring Fencing can be applied to existing book the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
  • Build ongoing working relationships with clients and piers alike Qualifications
  • 120 Credits
  • RE
  • CFP will be to your advantage
  • 1+ years' of industry experience
  • Any additional qualification would be to your advantage
  • Strong understanding of the investment business
  • Excellent interpersonal skills
Occupation:
Sales representative
Sales jobs
More details
Contract type:
Full-time


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