Virtual Financial Advisor

Recruiter:

The Recruitment Council

Job Ref:

Virtual Financial Ad..

Date posted:

Wednesday, July 6, 2022

Location:

Johannesburg, South Africa

Salary:

200 000

SUMMARY:
Virtual Financial Advisor

JOB DESCRIPTION:

Do you meet one of the following requirements:

1. Inspired to make a career change towards greater purpose and contribution set in a professional, competitive and accountable organisation?
2. Looking for a flexible environment whereby you can determine your own hours as an
entrepreneur & Financial Advisor from home ?

3. You are a graduate with a commerce degree ?

4.You are an established , FIT & proper Financial Advisor, Financial Planner wanting to work remotely from home ?

5. You have a finance , accounting , marketing, or investment qualification with no work experience and looking to kick start your professional career in 2022?

6. You have an accomplished sales background and a commerce degree but do not have your own transport ?

Outputs:

The following job outputs were found to be relevant to this job:

INTERNAL PROCESS

• Engage with prospective clients in order to highlight the features and benefits of various
products based on their financial wellness needs in order to support and guide their
decision-making process.
• Sell products in line with client’s financial needs by conducting affordability analysis in order
to achieve clients’ financial goals. Calculated and advise on tax and legal implications of
products and or changes.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed
timeframes.
• Achieve set targets on production, quality and conversion.
Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide financial advice in line with the engagement strategy to enhance client’s financial
wellness.

CLIENT:

• Investigate client queries within the agreed service level and ensure that client receives
timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that
the client receives the appropriate services.
• Provide regular reports on delivery of services against agreed service level agreements and in
terms of overall customer targets.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of
responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates
feedback and provides exceptional client service.
• Proactively build and maintain client relationships by presenting our innovative and
trustworthy product offerings through professional and credible Financial Advisory services.

Requirements:

• Have large and solid business, social and close contact networks
• If required, willingness and motivation to study further in order to meet requirements
• Influential, self-driven, resilient with an orientation towards results
• Minimum qualification: Matric

The following qualifications will be deemed as advantageous:

• Bachelor of Commerce Degree / Honours, Postgraduate Diploma
• FSCA Approved Qualifications
• Regulatory Exams (RE01 and/or RE05)

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

Similar jobs you might be interested in:

Senior Director Sourcing
Location: Johannesburg
Salary: R1 200 000 p/a
We are seeking a Senior Director of Sourcing with a minimum of 15 years of experience in procurement and sourcing-related roles, including at least 5 years at the director level. Experience in the telecommunications industry is a plus.
16 days ago

Senior Azure Data Engineer – Johannesburg – R1.2mil to R1.4mil per annum
Location: Johannesburg
Salary: 1400000
Senior Azure Data Engineer – Johannesburg – R1.2mil to R1.4mil per annum
34 days ago

Senior Azure Data Engineer – Johannesburg – R1.2mil to R1.4mil per annum
Location: Johannesburg
Salary: 1400000
Senior Azure Data Engineer – Johannesburg – R1.2mil to R1.4mil per annum
71 days ago

Procure to Pay Lead
Location: Johannesburg
Salary: R1 mill p.a.
Procure to Pay Lead - Sandton
31 days ago

Legal Advisor
Location: Johannesburg
Salary: 480 000
Lexdan Select is assisting a financial Services company with their search for a Legal advisor, based in the Northern Suburbs of Johannesburg.
1 day ago

Head of Tax
Location: Johannesburg
Salary: 1 500 000 Annually
Are you a tax expert with a deep understanding of African tax landscapes and a flair for navigating complex regulatory requirements? We're looking for a Head of Tax Operations to lead tax strategy across our clients Africa operations. In this influential role, you'll ensure compliance, drive advisory insights, and play a key part in liaising with tax authorities, impacting the organization and ind...
3 days ago

BUSINESS DEVELOPMENT MANAGER
Location: Pretoria
Salary: Market related
Grow Business by locating, developing, defining, negotiating, and closing equitable relationships.
3 days ago

Finance Business Partner
Location: Johannesburg
Salary: 1200000
Are you ready to make a difference in a fast-paced, technology-driven environment? A premier provider of innovative ICT solutions is looking for a strategic and commercially savvy Finance Business Partner to join their dynamic team. This organization prides itself on empowering businesses with cutting-edge IT solutions and digital transformation services across South Africa.
6 days ago

INTERN: FINANCIAL ADVISOR
Location: Pretoria
Salary: Market related
Assessment of client financial needs and circumstances.
6 days ago

Company Secretary
Location: Midrand
Salary: Annually
LEAD WITH INTERGRITY? GOVERN WITH IMPACT?ATTENTION COMPANY SECRETARIES!!!!!!!!!! A leading property powerhouse in Midrand is searching for a high-caliber Company Secretary with essential JSE-listed experience to drive governance excellence!In this influential role, you’ll serve as the strategic backbone to the Board, shareholders, and subsidiary boards, setting the gold standard in comp...
7 days ago

Virtual Financial Advisor

Similar jobs you might be interested in:

Create a free job alert for Virtual Financial Advisor in Johannesburg

Jobseekers

Recruiter

General