Qualified Financial Advisers Needed

24 days ago312 views
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General Details
Location:
Job Type:Full-Time
Description

Wealth Partners, an Old Mutual Agency Franchise, is looking for qualified Financial Advisers to join our team in the Garden Route.


Minimum Requirements:

  • RE 5 exam completed or in progress
  • NQF 5 or equivalent qualification
  • Own transport
  • Clear personal and credit record

Experience as a Financial Adviser will be advantageous.

Competitive remuneration model, mainly commission based.


Output/Core Tasks:

Establish long-term 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

Qualifications:

Grade 12 or equivalent

RE Certificate definite advantage

FAIS credits on NQF 5 or working towards a recognised qualification (Wealth Management) definite advantage

Driver’s license and own vehicle

Experience:

Previous experience within the Financial Services Industry and/or Sales environment will be an added advantage

Please forward your CV to jacoline@finwealthstrategies.com


If you have not received a response within two weeks, your application was most likely unsuccessful.


Id Subtitle 703118558
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Wealth Strategy PartnersMember since 2019
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