Financial Advisors

Boardroom Appointments; Johannesburg; On-site; ZAR 180,000 - 340,000; Full time

Benefits offered by this job

Commission

Temporary base salary for 3 months

Job summary

Boardroom Appointments is seeking a Financial Advisor / Financial Consultant to meet with clients, assess their needs, and prepare financial plans aligning with regulatory guidelines. The role involves analyzing statements and legislation to maximize profitability or reduce debt while sourcing suitable investment opportunities.

The ideal candidate has RE5, industry experience with LIFE insurers, own transport, reliable wifi, and a personal laptop, coupled with self-motivation and clear

Qualifications

• RE5 qualification or equivalent
• Experience in the LIFE insurance industry is required
• Own transport is essential
• Reliable internet connectivity is required
• A personal laptop is required
• Self-motivated and articulate communication are essential
• Only candidates meeting these criteria will be considered (RE5 + life insurer experience)

Responsibilities

• Meet with clients to establish needs and collect financial statements
• Develop financial plans using statements and relevant legislation to maximize profitability or reduce debt
• Research and present investment opportunities for clients

Skills

Self-motivated

Well-spoken

Own Transport

Strong wifi

Personal Laptop

Education

RE5

Job description

Financial Advisor / Financial Consultant, responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. The duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.

Candidates must possess the below attributes:

• RE5
• Industry experience at another LIFE insurer
• Own Transport Essential
• Strong Wifi
• Personal Laptop
• Self-motivated
• Well-spoken

Only candidates with the above will be considered.

Candidates are offered a basic salary for the first 3 months of employ whilst establishing a client base, Commission is offered at this time too.