- Western Cape
- Salary: R30 000.00 Per Month
- Job Type: Permanent
- Sectors: Insurance Sales 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:
- Establish and manage a long-term relationship with these Adfinity clients by maintaining superior service delivery
- Continuously analyse and review client portfolios to re-assess their financial needs, make recommendations, and add financial value and security to them
- Focus on personal development and professionalism through the attendance and completion of accredited courses and programs
Required Skills
- Financial Advisor: 2 to 3 years
- Paraplanner: 1 to 2 years
Candidate Requirements
- Grade 12
- An accepted industry-related tertiary qualification or currently studyng towards such a qualification
- A valid driver's license and own vehicle
- No criminal record and excellent credit score
- Compliance with the Fit and Proper requirements as stipulated in the FAIS Act General Code of Conduct
- Proven computer literacy (Microsoft 365)
- Has strong administrative and people skills
Should you not be invited for an interview within 10 days kindly accept that your application was not shortlisted.
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