Senior Financial Advisor

4 months ago294 views
Ad Saved to My List
View and manage your saved ads in your account.
Add to My List
Report Ad
General Details
Advertised By:Agency
Job Type:Contract
Description
Our client in the Financial Services industry is seeking an experienced and mature Senior Financial Advisor to join their team in Port Elizabeth.RequirementsProven working experience as a Financial Adviser (minimum 5 – 8 years)Track record of successful financial guidanceAbility to analyse market’s financial data and to provide appropriate data-based adviceStrong communication, negotiation and presentation skillsAccuracy, attention to detail and the ability to explain complex information clearly and simplyExcellent PC knowledge and ability to operate systemsCurrent certificate of qualificationsMinimum RE5NQF5 or CFP Responsibilities:Provide advice across a wide variety of financial products and/or servicesAssess a client’s overall financial picture, understand their needs and develop a solid financial planGuide clients towards a suitable financial decision (close a sale)Manage and grow client base and build long term relationshipsNetwork, generate leads and take opportunities necessary to meet sales targetsKeep informed of new industry’s trends and research to offer sound financial adviceOversee the course of the financial plan and update it, if necessary, to ensure the best and most up-to-date advice is givenComply with all industry rules and regulationsLiaise with providers and other any other professionals necessary to ensure best advice Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.

Id Subtitle 1060340476
View More
WhatJobs
Selling for 6+ monthsActive Ads 34.29K
Professional Seller
Seller Stats
34.29KTotal Ads
18.96MTotal Views
View Profile
Contact WhatJobs
Message
(4022)
(Required)
Email Address
(Required)
Phone
(Required)
Upload CV(Optional)
DOC or PDF only max 2 MB file size
Send Message
By clicking "Send" you accept the Terms of Use and Privacy Notice and agree to receive newsletters and promo offers from us.