Financial Advisor

Recruiter:

Sydsen

Job Ref:

JHB002899/TT

Date posted:

Monday, June 20, 2022

Location:

Pretoria, South Africa

Salary:

15 000 Monthly

SUMMARY:
Financial Advisor - Pretoria - Gauteng

JOB DESCRIPTION:

Our cliënt in Pretoria is looking to employ a Financial Advisor.

Requirements:

Matric Certificate
NQF 5 qualification
RE 5 qualification compulsory
a minimum of 5 years prior sales experience in the financial industry a MUST
Valid Driver’s lisence.
Computer literate
Experience in Medical Aid, Life, Investments, Short term Insurance, Estate planning and Bank products.
Must be able to function in a group setting
Must have excellent people skills and planning capabilities
Must be able to use own initiative

Responsibilities:

Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Continuous communication with clients’ to stay up to date with their financial status
Building and maintaining your client base.

Apply now!

Please note that only experienced candidates will be considered and contacted.

APPLY ONLINE NOW at />
SYDSEN RECRUIT (Follow us on Facebook, Instagram and LinkedIn)

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Junior Financial Advisor | Bedfordview
Location: Bedfordview, Gauteng
Salary: Market Related
Junior financial advisor | Bedfordview
3 days ago

Junior Financial Advisor
Location: Johannesburg
Salary: R360 000 Per Annum
Exciting Junior financial advisor Role – Competitive Salary, Career Growth, and Exposure to High-Net-Worth Clients!
23 days ago

FINANCIAL ADVISOR
Location: Pretoria
Salary: Market related
Build long-lasting relationships with clients and give objective professional financial advice.
30 days ago

Financial Advisor - Long-Term Insurance/investments /short term insurance /holistic financial planning
Location: Johannesburg
Salary:
31 days ago

Financial Advisor
Location: Randburg, Gauteng
Salary: Market Related
Unlock Your Potential as a financial advisor – Shape Your Career!
44 days ago

Financial Advisor
Location: Johannesburg
Salary: R15 000 + Commission
Join our client in the insurance sector as a financial advisor and help individuals and businesses achieve their financial goals. They seek driven professionals with a proven track record or passionate recent graduates eager to succeed in financial advisory services.
45 days ago

Financial Advisor
Location: Johannesburg
Salary: Basic + Commission + Benefits
We are Hiring Send your CV`s while job lasts.
45 days ago

Financial Advisor
Location: Johannesburg
Salary: Basic + Commission
One of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming financial advisors
47 days ago

Financial Advisor
Location: Centurion
Salary: 20000 Monthly
Are you a driven and ambitious sales professional looking for a lucrative career in financial services? We’re seeking motivated financial advisors to join an expanding financial advisory company based in Centurion.
75 days ago

Financial transaction advisor
Location: Pretoria
Salary:
89 days ago

Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Financial Advisor in Pretoria

Jobseekers

Recruiter

General