My Client in Fourways is urgently looking for a Financial Planner
Key Responsibilities
Establish relationships with clients
Financial planning for clients
Focus on identifying client needs and then offer suitable financial solutions
Provide excellent service orientation and frequent contact with clients.
Minimum Requirements
Candidates must have:
Minimum Industry related qualification /tertiary qualification in Commerce or Finance and 1 year relevant experience or a CFP Qualification
Successfully completed Regulatory Examinations Own transport and a valid Drivers’ licence
Computer literate
Competencies
Good interpersonal skills
Communication skills
Entrepreneurial skills
Planning and organising skills
Performance driven
Business orientated
basic salary of R10 000 + R5500 car allowance. We offer a full support system including making providing leads and making appointments
If you meet the requirements, and you are fully FAIS accreditted, email detailed cv with contacyable ref's and recent photo to bernadette@cnwweb.co.za