Financial advisor - Pretoria

Vine Recruitment; Pretoria; On-site; ZAR 300 000 - 600 000; Full time

Job summary

An established industry player is seeking Financial Advisors in Pretoria to join their dynamic team. This role involves providing expert financial advice, prospecting new clients, and maintaining existing relationships. Candidates should possess a Matric qualification and a Certified Financial Planner (CFP) designation, along with a minimum of two years' experience in the financial services sector. The ideal candidate will demonstrate strong negotiation and presentation skills, be computer literate, and possess entrepreneurial spirit. If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced environment, this opportunity is for you.

Qualifications

• Matric and CFP or equivalent qualification required.
• Two years experience in financial advice and intermediary services.

Responsibilities

• Prospecting and closing new business opportunities.
• Maintaining existing client relationships and providing financial advice.
• Analyzing financial information and presenting recommendations.

Skills

Negotiation Skills

Presentation Skills

Entrepreneurial Skills

Computer Literacy

Education

Matric

Certified Financial Planner (CFP)

NQF 6 Qualification

Tools

Microsoft Software

Job description

Our client in Pretoria is looking for Financial Advisors.

POSITION INFO:

Minimum Requirements:

1. Matric
2. Certified (CFP) or equivalent full qualification (NQF 6 with 120 credits)
3. Successfully completed the Class of business exam
4. Successfully completed the RE5 exam
5. Currently registered with the Financial Sector Conduct Authority as a full representative
6. Two-or-more years experience as a representative rendering Financial Advice and Intermediary services
7. Must be computer literate on a basic to intermediary level on Microsoft software
8. Must have excellent negotiation and presentation skills and possess the ability to close deals
9. Must have high initiative and entrepreneurial skills and must be able to work independently
10. Own transport and cell phone is mandatory.

Responsibilities:

1. Prospecting and closing of new business
2. Maintaining existing business
3. To have a holistic approach to financial advice
4. Establishing and defining a professional relationship with clientele
5. Gathering financial data and setting financial objectives
6. Analyzing and evaluating financial information
7. Developing and presenting financial planning recommendations and/or alternatives to clientele
8. The implementation of financial planning recommendations
9. The monitoring of the financial planning recommendations