Holistic Financial Advisor: Planning & Growth

People Dimension; Potchefstroom; On-site; ZAR 334,800 - 558,000; Full time

Job summary

People Dimension, a financial services company based in Potchefstroom, is looking for a Financial Advisor to join their dynamic team. The role involves prospecting for new clients, maintaining existing relationships, and providing tailored financial planning solutions.

Suitable candidates will have a Matric, relevant certifications including the CFP, and at least two years of experience in financial advice. Candidates should possess excellent negotiation and presentation skills, and a strong entrepreneurial spirit.

Qualifications

• Matric and successful completion of relevant exams.
• Registered with the Financial Sector Conduct Authority.
• Two years of experience in financial advisory services.

Responsibilities

• Prospect for and close new business.
• Maintain existing business relationships.
• Develop and present financial planning recommendations.

Skills

Negotiation Skills

Presentation Skills

Initiative

Entrepreneurial Ability

Education

Matric

Class of Business exam

RE5 exam

Certified Financial Planner (CFP)®

Tools

Microsoft Software

Job description

People Dimension, a financial services company based in Potchefstroom, is looking for a Financial Advisor to join their dynamic team. The role involves prospecting for new clients, maintaining existing relationships, and providing tailored financial planning solutions.

Suitable candidates will have a Matric, relevant certifications including the CFP, and at least two years of experience in financial advice. Candidates should possess excellent negotiation and presentation skills, and a strong entrepreneurial spirit.