- Western Cape
- Salary: R30 000.00 Per Month
- Job Type: Permanent
- Sectors: Finance
- Reference: 2341848
Vacancy Details
Employer: Adfinity Financial Services
Adfinity Financial Services is a well-established financial brokerage in Bellville, needs the services of a young energetic, pro-active, motivated, and qualified Financial Advisor who is still in the process to establish him-/herself in this profession to join their professional team. Apart from a monthly salary of R30000 an existing portfolio of approximately 150 existing Adfinity clients will be allocated to the successful candidate to assist him/her to build and pursue a successful career within the financial services sector and will therefore enable him/her to:
- Add these existing Adfinity clients to his/her existing client base
- Effectively analysing clients’ financial needs to provide advice on suitable financial solutions in line with their future goals and needs
- Manage a long-term relationship with these Adfinity clients and his existing clients by maintaining superior service delivery
- Continuously review client portfolios to re-assess their financial needs, make recommendations, and add financial value and security to them
- Continuously focus on personal development and professionalism through the attendance and completion of accredited courses and programs
Required Skills
- Financial Advisor: 2 to 3 years
- RE 5: 1 to 2 years
Candidate Requirements
Requirements:
- At least 2 years’ experience as a Financial Advisor at a Category 1 FSP and a person who is not still under supervision
- Must have a RE 5 certificate for a Cat 1 FSP in line with the FAIS Act
- Has completed product specific training for a Cat 1 FSP such as the relevant long term insurance sub-categories, pension fund benefits, etc
- A valid driver's license and own vehicle
- A clear criminal and credit record and meet the FSP fit and proper requirements
- Proven computer literacy (MS Office suite)
- Has strong administrative and people skills
Forward your CV (max 4 pages) to our HR Consultant: fjjconsult@mweb.co.za
Should you not be invited for an interview within 10 days kindly accept that your application was not shortlisted.
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