Financial Advisor

Recruiter:

Dynexity

Job Ref:

JHB001213/SH

Date posted:

Monday, July 4, 2022

Location:

Johannesburg, South Africa

Salary:

360 000 Annually

SUMMARY:
Our Client in the Wealth Management space is looking for Financial Advisors to join their team!
We are looking for people who:

Are flexible and able to interact with various high-profile clients spread across the demographics of South Africa
Can tap into networks and create leads and potential clients.
Have general knowledge of financial markets
Have knowledge of insurance and investment products
Have a thorough understanding and knowledge of the global economy, financial and investment markets
Have knowledge of investment and financial planning
Have good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates

JOB DESCRIPTION:

Qualifications & Experience

Exposure and all activities in relation to supervisory requirements to meet the standard of Cat 1 and Cat 11 registration
Certified Financial Planner designation or in the process of acquiring
Postgraduate diploma in financial planning with board exam or in the process of acquiring it
RE exams (ER completed)
Class of business and product training (ER completed)
CPD points – continuous and registration FPI
All regulatory and legislative training (ER completed but also continuous as with advisors)

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

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