Financial Planning Consultant (Training provided)

If you are looking for a career opportunity in corporate finance within a company with old school values but innovative thinking, growing the wealth of your clients as well as looking after your own family''''''''s financial well-being, keep reading. We have a mentoring, caring and performance culture that celebrates success.

If you are an ambitious, driven individual, this opportunity may be for YOU.

Primary responsibilities:
Network and prospect to find clients
Provide sound financial advice to business and private clients.
Meet with clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and other information needed to develop a financial plan.
Conduct a needs Analysis and Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, retirement and investments.
Implement solutions based on the above.
Identify and keep abreast of new products and industry developments.
Review clients circumstances regularly to determine if life changes necessitate new financial strategies.
General Requirements:
Proven experience in external sales or customer service is an advantage
Outstanding communication skills, with the ability to foster long-term relationships
Driven self-starter with an entrepreneurial mindset
Own vehicle and driver''''''''''''''''''''''''''''''''s license are a must
Own laptop and Computer/Technological literacy
Clear credit and criminal record
Academic ability and willingness to study further
Required Qualifications:
Completed tertiary qualification is an advantage
Completed Matric is non-negotiable
Industry relevant qualifications such FAIS credits and RE 5 is an advantage