Investment Broker / Wealth Specialist / Financial Advisor – Mossel Bay

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General Details
Location:
, MosselbaaiEden
Advertised By: Agency
Job Type: Full-Time
Description
Investment Broker / Wealth Specialist / Financial Advisor – Mossel Bay

Requirements:
• Grade 12
• Recognized tertiary qualification
• Must have written and passed the Representative (RE5) exam
• Must currently be on an FSP's license as a Representative giving advice and providing an intermediary service
• Minimum 5 years experience in a financial advisory role
• Proven track record in high performance sales environments
• Ability to demonstrate a high level of new business prospecting
• Preferred:
? Postgraduate Diploma in Financial Planning
? A candidate who has written, passed and maintained their CFP® Board certification
? Has been licensed for the following subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories):
? 1.3., 1.20.,1.4., 1.5., 1.8., 1.9., 1.10., 1.11., 1.12., 1.14., 1.17.,1.18
• A candidate with an investment book of clients will be a large benefit
• Valid driver’s license
• Own vehicle




Responsibility:
Duties:
• Sales
• Prospecting for new clients
• Advising and servicing high net wealth (HNW) clients with a specific focus on their lump sum investments
• Growing investment clients

Salary:
• R 25 000 basic for first 6 months
• R 20 000 basic plus commission after 6 months


Send CV to [email protected] (use the full job title, including the City/Town as a reference)

Please send CV as a “Word” or “PDF” attachment
CV’s sent on Google Drive will not be opened

If you have not heard from us within 14 days, your application has been unsuccessful


Salary: R25 000 Basic + commission


Consultant Name: Brandon Barnard
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