financial adviser
9 days ago189 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:Private
Job Type:Full-Time
Description

Good day


I have a position available as per the details below please contact me should you be interested or should you know of someone qualified in the market seeking a position.


Email me corniel.swanepoel@berghshire.co.za


  • • Exclusive offering for a Financial Advisor in a growing environment
  • • Commission based - up to 100% depending on the applicant
  • • New Appointments get training support of R11 500 in months 1&2
  • • Additional benefits available (medical aid, pension,13th cheque / performance bonus)
  • • The candidate will be appointed under the Sanlam FSP
  • • The idle candidate will be familiar with working in the broker space but not essential • Ring Fencing can be applied to existing book the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities
  • • Provide financial planning support to clients
  • • Support investment professionals to cultivate client relationships
  • • Prepare financial plans and check their accuracy
  • • Build ongoing working relationships with clients and piers alike Qualifications
  • • 120 Credits
  • • RE
  • • CFP will be to your advantage
  • • 1+ years' of industry experience
  • • Any additional qualification would be to your advantage
  • • Strong understanding of the investment business
  • • Excellent interpersonal skills


Id Subtitle 665322179
View More
cornielMember since 2014
Email Verified
2 adsActive
123 adsPosted