Someone beat you to it!

Unfortunately, another Gumtree user is in the process of purchasing this item. Check back later in case they've changed their mind, or click the button below to browse more Pay & Ship listings.

Financial Advisor / Planner

29 days ago575 views
Ad Saved to My List
View and manage your saved ads in your account.
Report Ad
General Details
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description
Requirements:
  • Matric.
  • Own reliable vehicle and laptop.
  • Bachelors degree (BCom, BA, LLB, or related degree)
  • Must be bilingual English and Afrikaans
Skills:
  • Experience in sales/key accounts/customer relations/marketing/business development.
  • Good interpersonal skills and ability to build and maintain quality client relationships.
  • Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
  • Ethical mindset, strong value system, and team-orientated.
  • Sales / Retail / Business Development experience
Responsibilities:

Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the training -phase but all will be discussed if you are invited for an interview.

  • Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
  • Developing Financial Solutions: Create tailored financial solutions addressing wealth creation, debt management, and protection strategies.
  • Investments (Local and Offshore): Provide informed and strategic investment solutions, considering clients' risk tolerance, investment horizon, and financial objectives.
  • Risk Analysis: Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients' financial security.
  • Retirement Planning: Design strategies to ensure financial independence during retirement.
  • Tax Strategies: Implement tax-efficient strategies to optimize clients financial situation and minimize tax liabilities.
  • Estate Planning: Assist with estate structuring and drafting wills to ensure seamless asset transfer.
  • Business Assurance: Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits. As well as enhance profitability by creating a tailored framework for managing finances effectively.
  • Financial Markets & Personal Branding: Stay updated on financial market trends and create/maintain a professional personal brand.
  • Client Education: Simplify financial concepts to empower clients to make informed decisions.
Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.


Id Subtitle 1347339760
View More
Apply now:
Executive Placements
Selling for 1 year
Total Ads5.36K
Active Ads5.36K
Professional Seller
Seller stats
5.36KTotal Ads
12.16MTotal Views
Contact Executive Placements
Message
(4019)
Name
(Optional)
Email Address
(Optional)
Phone
(Required)
Upload CV(Optional)
DOC or PDF only max 2 MB file size
Send Message
By clicking "Send" you accept the Terms & Conditions and Privacy Notice and agree to receive newsletters and promo offers from us.