Financial Advisor
Stonebridge HR Solutions
Centurion, Gauteng, ZA
2d ago
source : Careers24

Some roles and Responsibilities include : Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims Analysing information and preparing plans best suited to individual clients' requirements Completing risk analyses Researching the marketplace and providing clients with information on new and existing products and services Designing and implementing financial strategies Assisting clients to make informed financial decisions Researching information from various sources, including providers of financial products Reviewing and responding to clients changing needs and financial circumstances Promoting and selling financial products to meet given or negotiated sales targets The following requirements are non-negotiable : Own Vehicle Laptop Smart Phone Clear Credit Record Matric (Minimum Qualification) B.

Com Finance Degree (Advantageous)

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