Financial Advisor - Johannesburg
- Employer
- DK Consulting
- Location
- Sandton Sandton North Johannesburg, South Africa
- Salary
- Competitive
- Closing date
- Oct 22, 2024
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Introduction
Looking for Experienced Financial Advisors looking to make a fresh start.
Duties & Responsibilities
Meet with clients in person to provide them with financial planning advice and solutions
Identify client investment and lifestyle needs and objectives
Provide Financial Planning advice and solutions
Make a written recommendation to client
Provide client with information on performance of investments available
Educate clients in terms of risks
Provide ongoing Financial Planning advice to client and develop relationship with clients
Resolve client concerns, queries
Source new business (Leads also provided)
Desired Experience & Qualification
Tertiary qualification
CFP (minimum NQF5 in Wealth Management or Financial Planning)
FAIS compliant
RE5 completed
At least 2 years' experience in a similar position
Package & Remuneration
Basic + Commission for first 3 months
Looking for Experienced Financial Advisors looking to make a fresh start.
Duties & Responsibilities
Meet with clients in person to provide them with financial planning advice and solutions
Identify client investment and lifestyle needs and objectives
Provide Financial Planning advice and solutions
Make a written recommendation to client
Provide client with information on performance of investments available
Educate clients in terms of risks
Provide ongoing Financial Planning advice to client and develop relationship with clients
Resolve client concerns, queries
Source new business (Leads also provided)
Desired Experience & Qualification
Tertiary qualification
CFP (minimum NQF5 in Wealth Management or Financial Planning)
FAIS compliant
RE5 completed
At least 2 years' experience in a similar position
Package & Remuneration
Basic + Commission for first 3 months
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