Job title: Financial Advisor
Employment type: Full Time
Experience: 3 to 5 years
Salary: R30000 to R45000
Job published: 14 September 2021
Job reference no: 2241846160

Job Description

Responsible for Estate Planning and Advisory support to a predominantly younger clientele, still in accumulation/savings phase of Retirement planning.

Product analysisi

  • Financial needs analysis and preparation of related documentation.
  • manage and grow own client base
  • exp. applicants with 3 - 5 years previous Advisory experience, specifically dealing with Investment advice.
  • B com or similar¬†
  • Post Grad preferred¬† - CFP
  • Drivers license and own vehicle required