Financial Advisor

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Overview

Purpose: To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients

And a rewarding service experience and appropriate risk solutions.

Location: Johannesburg

Employment Type: Permanent

Experience

• 3 - 7 years
• Previous experience within the Financial Services Industry and/or sales environment will be an added advantage.

Ideal Experience

• 7 years of 10 in the short term commercial account sales and servicing experience in brokerage; corporate experience is an advantage;
• 3 years in a management or supervisory capacity (Proven Track record)

Education

• Matric
• Wealth Management NQF L5 qualification or higher
• Passed exam RE: Representatives
• Own vehicle and drivers' license

Ideal ...