Jobs

Job Title
Financial Advisor
Employment Type
Full Time
Experience
3 to 5 years
Salary
R30000 to R45000
Job Published
15 October 2021
Job Reference No.
4015000340

Job Description

Financial Advisor responsible estate planning and Advisory support to a predominantly younger clientele, still in the accumulation/savings phase of Retirement planning. This role includes the product analysis, financial needs analysis and preparation of related documentation. Expected to manage and grow own client base. Role is ideally suited to experienced applicants with 3-5 years previous advisory experience, or more, specifically dealing with investment advice.

Tertiary qualification a requirement BCom or similar - Post Graduate qualification preferred (eg CFP)

Skills

Industries