Reference: CPT000014-DvdM-1

Our client in Pretoria is looking for Financial Advisors.Duties & ResponsibilitiesMinimum Requirements:
Matric
Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
Successfully completed the Class of business exam
Successfully completed the RE5 exam
Currently registered with the Financial Sector Conduct Authority as a full representative
Two-or-more years, experience as representative rendering Financial Advice and Intermediary services
Must be computer literate on a basic to intermediary level on Microsoft software
Must have excellent negotiation and presentation skills and possesses the ability to close deals
Must have high initiative and entrepreneurial skills and must be able to work independently
Own transport and cell phone is mandatory.

Responsibilities:
Prospecting and closing of new business
Maintaining of existing business
To have a holistic approach to financial advice
Establishing and defining a professional relationship with clientele
Gathering of financial data and the setting of financial objectives
Analyzing and evaluating of financial information
Developing and presenting financial planning recommendations and/or alternatives to clientele
The implementation of financial planning recommendations
The monitoring of the financial planning recommendations