Financial Advisors
1st Corporate Asset Management
Port Elizabeth, ZA
4d ago

National based financial services company is looking for experienced advisors with Fais credits and RE Certificate.

Join our FUTURE FIT business and GROW your INCOME and value of your practice with proprietary client solutions including client acquisition.

Joining our global brand will guarantee a professional advisers status and maximise your exit or succession value at the right time.

Requirements :

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances and their goals or dreams for the future.

As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

  • A Grade 12 (Matric) certificate
  • FAIS compliance
  • RE5 Certificate
  • A valid Driver’s licence and your own car
  • A clear criminal and credit check
  • A minimum of 2 years working experience (preferably in sales)
  • Proven computer literacy (MS Office suite)
  • Excellent communication skills (written and verbal)
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