Permanent Financial Advisor

General Details
, DurbanvilleNorthern Suburbs
Advertised By: Agency
Job Type: Full-Time
My client is searching for an energetic, passionate and dedicated Financial Planner to complement the current business in harnessing opportunities in the business, identify sales opportunities and manage key client relationships.

Financial Planner Job Responsibilities:

Provide financial planning and investment advisory services.

Research and present investment strategies.

Develop and execute retirement planning.

Implement risk management and tax planning strategies.

Coordinate estate planning.

Manage client relationships.

Identify and cultivate new clients.

Develop and grow a book of business.

Open, transfer, and manage client accounts.

Prepare documentation.

Identify financial process improvement.

Generate and process paper and electronic documents.

Financial Planner Qualifications/Skills:

Comprehensive knowledge of topics related to financial planning

In-depth understanding of the financial planning industry, including investment and insurance products and services

Self-starter with an entrepreneurial spirit

Results-oriented mindset

Exemplary written and verbal communication skills

Strong interpersonal aptitude

Ability to maintain confidentiality

Experience with financial planning software

Advanced Microsoft Excel skills

Education and Experience Requirements:

Bachelor’s degree in business or related field

CFP certification

1-2 years experience in the financial industry

Partagez et envoyez cette annonce à vos amis !
Digital Acquisition Specialist Remuneration: R60000 – R75000 per month Cost to company  Location: Cape Town Job level: Mid/Senior Type: Permanent Company: The Skills Mine (Pty) Ltd Job description The main responsibility will be…
General Details Location: , PaarlCape Winelands Advertised By: Agency Job Type: Full-Time Employment Equity: Non EE/AA Description Our client, a successful national retailer, is looking to employ a Debtors Clerk…
Warehouse Coordinator Remuneration: R6800 – R8500 per month Basic salary  Location: Cape Town, Claremont Job level: Student Type: Permanent Company: The Knowledge Trust Imagine a world where URL meets IRL. e-commerce meets physical…
General Details Location: , OtherNorthern Suburbs Advertised By: Agency Job Type: Full-Time Description An opportunity for an experienced retail supervisor with a background working with gas products to join a…
Digital Content Coordinator Remuneration: Market related  Location: Cape Town Job level: Junior/Mid Type: Permanent Reference: #CUMG-3872 Company: Cape Union Mart – Tread + Miller Job description Our Digital Marketing department…
General Details Location: , Somerset WestHelderberg Advertised By: Agency Job Type: Full-Time Description My client, based in Somerset West, is a subsidiary of an international group, specializing in the manufacture,…