Introduction
One of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literacy course that equip clients with the necessary tools to help improve and define their respective journeys toward financial freedom.
Job Purpose
Our client is looking for a young ambitious professional that has a passion for the financial services industry. This individual will be responsible for providing individuals/ clients with sound advice regarding their financial planning and investments.
Requirements
Minimum education (essential)
- Own vehicle & Cell phone.
- Matric / Grade 12.
- B. Com, LLB or financial industry related qualification (preferable).
- No criminal record and clean ITC listing.
- Class of Business Certificates
- RE5 Certificate
- 2 3 years in finance
- Sourcing and meeting potential clients.
- Establishing their financial needs and goals.
- Developing professional needs analysis.
- Recommending suitable insurance and investment solutions.
- Ongoing reviews and servicing of your existing clients.
- Know and understand Discovery (www.discovery.co.za) products and processes.
- Outstanding organisational skills.
- Ability to solve practical problems.
- Excellent communication and customer service skills (Oral and Written).
- Knowledge of organizational effectiveness and operations management.
- Familiarity with business and financial principles.
- Proven work experience as a paraplanner or similar role.
- Leadership ability.
- Results-orientated
- Sense of urgency
- Analytical
- Honest
- Presentable
- Innovative
- Team player
- Thorough and attention to detail
- Leadership ability.
Market related base salary, plus commission. (Base salary dependable on experience)
