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Financial Advisor - Johannesburg

Employer
DK Consulting
Location
Sandton Sandton North Johannesburg, South Africa
Salary
Competitive
Closing date
Oct 22, 2024
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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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

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